Financial Advisor Series 7

San Blas Securities; United States; Remote; USD 100,000 - 200,000; Full time

Benefits offered by this job

Competitive payouts

Onboarding incentives

Flexible work environment

Job summary

San Blas Securities is looking for highly motivated and results-oriented financial advisors to join our team in the United States. This role offers competitive commission-based compensation and onboarding incentives, as well as the opportunity to leverage an existing network of institutional clients.

The ideal candidates should have a proven track record of success, along with the necessary licenses. Experience in BD, RIA, and insurance platforms is valued. This position is remote, allowing flexible work from home or own office.

Qualifications

• Minimum of 5 years experience in relevant financial advisory roles.
• Must possess Series 7 and 63 licenses.
• Must have portable client relationships.

Responsibilities

• Drive business growth as a financial advisor.
• Leverage existing network of institutional clients.
• Provide tailored financial advice and services.

Skills

Proven success

Strong work ethic

Ability to work independently

Portable client relationships

Education

Series 7 and 63 licenses

Job description

About San Blas Securities

• Privately owned, well capitalized and strong balance sheet for our size
• Experienced senior management team
• Over $2Billion 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, client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer.

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