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

• Build and manage a portfolio of institutional clients
• Leverage an existing network of institutional clients
• Work independently with portable existing client relationships
• Offer competitive commission-based compensation package & onboarding incentives
• Opportunity to be part of a dynamic and growing organization

Qualifications

• 5+ years of proven success
• Series 7 (6) and 63 licenses are required
• Self-starter with a strong work ethic
• Portable existing client relationships are a requirement

Benefits

• Onboarding Incentives including upfront forgivable transition loans
• Fees such as E&O, Technology and Tickets below industry norm

Pay

• Commissions based on performance

Schedule

• Remote (work from home/own office)

Skills

• Strong communication skills
• Ability to build and manage client relationships
• Self-starter with a strong work ethic

Benefits

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

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 size
Experienced senior management team
Over $1 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

Equal Opportunity Employer

San Blas Securities is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by law.