Financial Advisor Series 7, 65 or 66

About the role

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.

Responsibilities

• Engage with institutional clients to build and maintain relationships
• Develop and execute marketing strategies to attract new clients
• Manage and grow your client base through referrals and direct outreach
• Leverage San Blas Securities' network and resources to provide comprehensive financial solutions
• Adhere to all regulatory requirements and maintain compliance

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

Benefits

• Competitive commission-based compensation package
• Onboarding incentives including upfront forgivable transition loans
• Fees such as E&O, Technology and Tickets below industry norm

Pay

• 80% to 90%+ for independents
• Incentives Onboarding Incentives

Schedule

• This is a Remote (work from home/own office) position

Skills

• Strong communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial products and services
• Experience in building and maintaining client relationships

Company Information

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 sizeExperienced senior management team Over $1 Billion of Customer Assets under managementIn-house CIO Top Tier Clearing, Custody and TechnologyHighly Competitive Payouts (80% to 90%+ for independents) & Incentives Onboarding Incentives including upfront forgivable transition loansFees such as E&O, Technology and Tickets below industry norm