Financial Advisor Series 7, 65 or 66

San Blas Securities; Sarasota (FL); Remote; USD 50,000 - 250,000; Full time

Job summary

San Blas Securities is looking for motivated Financial Advisors to join a dynamic team, leveraging innovative financial solutions and a collaborative work environment. Candidates should bring a proven track record and existing relationships with institutional clients, along with necessary licenses to thrive. This remote position offers competitive commission-based compensation along with onboarding incentives.

Benefits

Highly Competitive Payouts

Onboarding Incentives

Supportive Work Environment

Qualifications

• 5+ years of proven success in financial advisory.
• Portable relationships with institutional investors required.
• Must have Series 7 and 63 licenses.

Responsibilities

• Provide exceptional service to clients and leverage an existing network.
• Operate independently within a collaborative environment.
• Achieve financial goals with a competitive commission structure.

Skills

Sales

Client Relationship Management

Self-motivation

Education

Series 7 License

Series 63 License

Job description

2 days ago Be among the first 25 applicants

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
  
  

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 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.

Powered by JazzHR

QtQEBHCw9R

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Internet Publishing

Referrals increase your chances of interviewing at San Blas Securities by 2x

Get notified about new Financial Advisor jobs in Sarasota, FL.

Sarasota, FL $50,000 - $250,000 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.