Remote Financial Advisor: Grow Your Independent Practice

San Blas Securities; Ocala (FL); Remote; USD 75,000 - 150,000; Full time

Benefits offered by this job

Competitive payouts

Onboarding incentives

Flexible work environment

Job summary

San Blas Securities, located in Florida, is in search of highly motivated advisors to join their expanding team. The ideal candidate should have at least 5 years of proven success in financial services, along with required Series 7 and 63 licenses. The position offers a competitive commission-based compensation package, onboarding incentives, and the flexibility to work from home.

Advisors will have the opportunity to leverage an existing network of institutional clients while benefiting from a well-capitalized firm with a supportive work environment. This is a remote position allowing for an independent work style.

Qualifications

• Minimum 5 years of proven success in financial advising.
• Series 7 and 63 licenses are required.
• Strong self-starter with the ability to work independently.

Responsibilities

• Build and maintain relationships with clients.
• Leverage existing network of institutional clients.
• Meet and exceed sales targets.

Skills

Client relationship management

Independent work ethic

Sales and negotiation skills

Tools

Financial software

Job description

San Blas Securities, located in Florida, is in search of highly motivated advisors to join their expanding team. The ideal candidate should have at least 5 years of proven success in financial services, along with required Series 7 and 63 licenses. The position offers a competitive commission-based compensation package, onboarding incentives, and the flexibility to work from home.

Advisors will have the opportunity to leverage an existing network of institutional clients while benefiting from a well-capitalized firm with a supportive work environment. This is a remote position allowing for an independent work style.