Financial Advisor Series 7/65 or 66
Job Description
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.
- 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
Position Summary:
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
Qualifications:
- 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.
Skills: Asset Management, Balance Sheet, Customer Relations, Financial Planning, Financial Services, Investment Services, Loans, Onboarding, Securities, Series 7, Team Player
About the Company:
San Blas Securities