Remote Financial Advisor - Senior with Portable Clients

San Blas Securities; Scottsdale (AZ); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

Remote work

Job summary

San Blas Securities in Scottsdale, AZ, seeks experienced financial advisors to join our growing team. The role offers commission-based compensation, onboarding incentives, and access to an existing network of institutional clients.

The ideal candidate has 5+ years of proven success, holds Series 7, Series 63 licenses (and Series 6 if applicable), and can work independently with portable client relationships. This is a remote (work from home) position.

Qualifications

• 5+ years of proven success in advisory roles.
• Series 7, Series 6 and Series 63 licenses are required.
• Self-starter with ability to work independently.
• Portable existing client relationships are required.

Skills

Proven track record

Self-starter

Independent work

Relationship building

Education

Series 7 license

Series 63 license

Series 6 license

Job description

San Blas Securities in Scottsdale, AZ, seeks experienced financial advisors to join our growing team. The role offers commission-based compensation, onboarding incentives, and access to an existing network of institutional clients.

The ideal candidate has 5+ years of proven success, holds Series 7, Series 63 licenses (and Series 6 if applicable), and can work independently with portable client relationships. This is a remote (work from home) position.