Financial Advisor Series 7, 65 or 66
Role Overview
This senior-level role involves providing financial advisory services to clients, leveraging existing institutional networks to manage and grow client assets. The advisor works independently in a remote setting, focusing on building and maintaining client relationships to drive business growth and meet financial goals. The position requires a self-starter with a proven track record in the financial industry, contributing to the firm's expansion through high-performance advisory work.
Perks & Benefits
The job offers a fully remote work-from-home or own-office setup with no specified time zone restrictions, providing flexibility. Benefits include highly competitive commission-based payouts (80-90%+ for independents), onboarding incentives like forgivable transition loans, and below-industry fees for E&O, technology, and tickets. The company fosters a collaborative and supportive culture with opportunities for professional growth in a dynamic, well-capitalized organization.
Full Job Description
Headquarters: Remote URL: http://sanblassecurities.com
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 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 normPosition 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 PlatformsWe will consider both W2 and 1099 affiliationsCustody & Clearing with RBC & SchwabWe have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:5+ years of proven successSeries 7 (6) and 63 licenses are requiredSelf-starter with a strong work ethic and ability to work independentlyPortable existing client relationships are a requirementSan Blas Securities is an Equal Opportunity EmployerThis is a Remote (work from home/own office) position.
To apply: https://weworkremotely.com/remote-jobs/san-blas-securities-financial-advisor-series-7-65-or-66
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