Remote Financial Advisor – Independent Practice

San Blas Securities; Pittsburgh (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive commission-based compensation

Onboarding incentives

Remote work flexibility

Job summary

San Blas Securities in Pittsburgh is looking for highly motivated financial advisors to join their growing team. This remote position offers a competitive commission-based compensation package and onboarding incentives, while also allowing candidates to leverage existing client relationships.

The ideal applicant will have at least 5 years of proven success, hold required Series 7 and Series 63 licenses, and possess a strong work ethic. Join a dynamic organization dedicated to innovative financial solutions.

Qualifications

• 5+ years of proven success in financial advisory.
• Portable client relationships are required to be considered.
• Strong ability to work independently.

Responsibilities

• Business Development across RIA and Insurance Platforms.
• Custody & Clearing with RBC & Schwab.
• Attracting advisors from Regional, Wirehouse, and Independent Firms.

Skills

Business Development

Self-starter

Strong work ethic

Education

Series 7 License

Series 63 License

Job description

San Blas Securities in Pittsburgh is looking for highly motivated financial advisors to join their growing team. This remote position offers a competitive commission-based compensation package and onboarding incentives, while also allowing candidates to leverage existing client relationships.

The ideal applicant will have at least 5 years of proven success, hold required Series 7 and Series 63 licenses, and possess a strong work ethic. Join a dynamic organization dedicated to innovative financial solutions.