Financial Advisor Series 7, 65 or 66

San Blas Securities, LLC; United States; A distancia; USD 120.000 - 240.000; Jornada completa

Descripción de la vacante

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network actively seeking motivated advisors to join our expanding team.

The role offers a competitive commission-based compensation package, onboarding incentives, and the opportunity to leverage an existing institutional client network within a dynamic, supportive environment. Remote/work-from-home options are available, with potential for generous incentives.

Formación

• 5+ years of proven success in advisory or brokerage roles.
• Active Series 7 (and 63) licenses required.
• Ability to work independently and develop client relationships.
• Portability of existing client relationships required.

Responsabilidades

• Join a growing team of advisors to leverage an existing institutional client network.
• Build and manage client relationships and coordinate with partners remotely.

Conocimientos

Proven track record

Self-starter

Client relationships

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

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