Financial Advisor Series 7, 65 or 66

San Blas Securities, LLC; Texas; Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive commission-based pay

Onboarding incentives

Work from home flexibility

Descripción de la vacante

San Blas Securities, located in Wisconsin, is searching for motivated and results-oriented financial advisors to join their team. Candidates should have over 5 years of experience, be licensed with Series 7 and 63, and possess existing client relationships.

This remote position offers a competitive commission-based compensation package, onboarding incentives, and the opportunity to thrive in a supportive work environment.

Formación

• 5+ years of proven success in financial advisory roles.
• Proficiency in managing portable client relationships.
• Strong work ethic and ability to work independently.

Responsabilidades

• Build and maintain client relationships in a commission-based environment.
• Leverage an existing network of institutional clients.
• Provide exceptional financial advice and innovative solutions.

Conocimientos

Client relationship management

Sales skills

Self-motivation

Educación

Series 7 and 63 licenses

Descripción del empleo

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

San Blas Securities is an Equal Opportunity Employer.

Remote (work from home/own office) position.