Remote Financial Advisor — Series 7/63, Commission-Based

San Blas Securities; Charlotte (NC); On-site; USD 60,000 - 120,000; Full time

Job summary

San Blas Securities, based in Charlotte, NC, is looking for highly motivated advisors to join their team. This remote position offers a commission-based compensation package along with onboarding incentives. Ideal candidates should have a successful track record, with at least 5 years' experience in advisory roles, and hold necessary licenses like Series 7 and 63.

The opportunity involves leveraging existing client relationships and working independently while being part of a dynamic organization.

Qualifications

• 5+ years of proven success in advisory roles.
• Series 7 and 63 licenses are required.
• Self-starter with a strong work ethic.

Responsibilities

• Join a growing team of financial advisors.
• Leverage existing network of institutional clients.
• Work independently from your office or home.

Skills

Proven success in financial advisory

Strong work ethic

Ability to work independently

Client relationship management

Job description

San Blas Securities, based in Charlotte, NC, is looking for highly motivated advisors to join their team. This remote position offers a commission-based compensation package along with onboarding incentives. Ideal candidates should have a successful track record, with at least 5 years' experience in advisory roles, and hold necessary licenses like Series 7 and 63.

The opportunity involves leveraging existing client relationships and working independently while being part of a dynamic organization.