Remote Financial Advisor: High-Earning Independent Practice

San Blas Securities

Sarasota (FL)

On-site

USD 75,000 - 100,000

Full time

14 days+
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Benefits offered by this job

Competitive payouts (80% to 90%+)
Onboarding incentives including forgivable transition loans
Supportive work environment

Job summary

San Blas Securities is looking for motivated financial advisors to join their growing team in Sarasota, Florida. This remote position offers a competitive commission-based compensation package and onboarding incentives, allowing you to leverage an existing network of institutional clients.

The ideal candidate will have over 5 years of proven success, hold Series 7 and 63 licenses, and possess portable client relationships. Join a dynamic organization dedicated to providing exceptional service and innovative financial solutions.

Qualifications

  • 5+ years of proven success in financial advisory or investment environment.
  • Self-starter with the ability to work independently.
  • Portable existing client relationships are a must.

Responsibilities

  • Join a dynamic team of financial advisors.
  • Leverage an existing network of institutional clients.
  • Participate in onboarding initiatives with competitive payouts.

Skills

Proven success in financial advisory
Strong work ethic
Ability to work independently
Existing client relationships

Education

Series 7 and 63 licenses

Job description

San Blas Securities is looking for motivated financial advisors to join their growing team in Sarasota, Florida. This remote position offers a competitive commission-based compensation package and onboarding incentives, allowing you to leverage an existing network of institutional clients.

The ideal candidate will have over 5 years of proven success, hold Series 7 and 63 licenses, and possess portable client relationships. Join a dynamic organization dedicated to providing exceptional service and innovative financial solutions.

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