Financial Advisor Series 7

San Blas Securities; Tulsa (OK); Remote; USD 60,000 - 100,000; Full time

Job summary

San Blas Securities, a full-service investment bank, seeks motivated advisors to join their growing team. This remote position offers competitive commission-based compensation and onboarding incentives for candidates with a strong track record and portable client relationships.

Benefits

Highly Competitive Payouts

Onboarding Incentives including forgivable transition loans

Low fees for E&O, Technology and Tickets

Qualifications

• 5+ years of proven success as a financial advisor.
• Requires Series 7 and 63 licenses.
• Must have portable existing relationships with institutional investors.

Responsibilities

• Leverage existing network of institutional clients.
• Provide exceptional service and innovative financial solutions.
• Work independently, managing client relationships.

Skills

Self-starter

Strong work ethic

Ability to work independently

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.