Financial Advisor Series 7

San Blas Securities; Columbus (OH); Remote; USD 80,000 - 150,000; Full time

Job summary

A leading investment bank seeks motivated financial advisors to join its remote team. The ideal candidates should have a strong track record, required licenses (Series 7 and 63), and established relationships with institutional investors. This role offers a competitive commission-based compensation package with onboarding incentives in a collaborative work environment.

Benefits

Competitive commission-based compensation

Onboarding incentives including forgivable transition loans

Flexible working conditions (remote from home)

Qualifications

• 5+ years of proven success in financial advising.
• Portable relationships with institutional investors required.

Responsibilities

• Join a growing team and leverage an existing network of institutional clients.
• Provide exceptional service and innovative financial solutions.

Skills

Self-starter

Strong work ethic

Client relationship management

Education

Series 7 license

Series 63 license

Job description

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.

• Privately owned, well capitalized and strong balance sheet for our size
• Experienced senior management team
• Over $1 Billion of Customer Assets under management
• In-house CIO
• Top Tier Clearing, Custody and Technology
• Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
• Onboarding Incentives including upfront forgivable transition loans
• Fees such as E&O, Technology and Tickets below industry norm

Position Summary :

We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.

• BD, RIA, and Insurance Platforms
• We will consider both W2 and 1099 affiliations
• Custody & Clearing with RBC & Schwab
• We have attracted advisors from Regional, Wirehouse and Independent Firms

Qualifications :

• 5+ years of proven success
• Series 7 (6) and 63 licenses are required
• Self-starter with a strong work ethic and ability to work independently
• Portable existing relationships with institutional investors are a requirement

San Blas Securities is an Equal Opportunity Employer

This is a Remote (work from home / own office) position.