Financial Advisor Series 7, 65 or 66

San Blas Securities; Dover (DE); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive payouts (80% to 90%+)

Onboarding incentives including forgivable loans

Job summary

San Blas Securities is looking for motivated advisors to join their innovative team in Dover, DE. This remote position offers a competitive commission-based pay structure along with onboarding incentives. The ideal candidate should have a solid track record in financial advisory roles and hold Series 7 and 63 licenses.

Join a rapidly growing organization that values collaboration and success. Candidates should have existing client relationships and be self-starters who can work independently.

Qualifications

• 5+ years of proven success in the industry.
• Must possess Series 7 and 63 licenses.
• Ability to work independently and manage client relationships.

Responsibilities

• Join a dynamic team providing exceptional financial services.
• Leverage existing network of institutional clients.
• Participate in commission-based compensation structure.

Skills

Self-starter with a strong work ethic

Proven success in advisory roles

Client relationship management

Education

Series 7 and 63 licenses

Job description

About San Blas Securities

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 client relationships are a requirement

Equal Opportunity Employer

San Blas Securities is an Equal Opportunity Employer.

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