Open role
[Remote] Financial Advisor Series 7/65 or 66
Note: The job is a remote job and is open to candidates in USA. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network dedicated to providing exceptional service and innovative financial solutions. They are seeking highly motivated financial advisors with a proven track record to join their team, offering competitive commission-based compensation and the opportunity to leverage an existing network of institutional clients.
Skills
- 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
- 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
- BD, RIA, and Insurance Platforms
- We will consider both W2 and 1099 affiliations
- Custody & Clearing with RBC & Schwab
- This is a Remote (work from home/own office) position.
Company Overview