Financial Advisor Series 7/65 or 66
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AI Summary
The role involves providing exceptional service and innovative financial solutions to clients. Advisors will leverage an existing network of institutional clients and work independently to achieve results.
About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
- Privately owned, well capitalized and strong balance sheet for our size
- Experienced senior management team
- Over $2 Billion of Customer Assets under management
- In-house CIO
- Top Tier Clearing, Custody and Technology
- Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
- Onboarding Incentives including upfront forgivable transition loans
- Fees such as E&O, Technology and Tickets below industry norm
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
- BD, RIA, and Insurance Platforms
- We will consider both W2 and 1099 affiliations
- Custody & Clearing with RBC & Schwab
- We have attracted advisors from Regional, Wirehouse and Independent Firms
- 5+ years of proven success
- Series 7 (6) and 63 licenses are required
- Self-starter with a strong work ethic and ability to work independently
- Portable existing client relationships are a requirement
San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
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