Financial Advisor Series 7/65 or 66 jobs in United States
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San Blas Securities ยท 5 months ago

Financial Advisor Series 7/65 or 66

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 and results-oriented advisors with a proven track record of success to join their team, offering competitive compensation and the opportunity to leverage an existing network of institutional clients.

Financial Services

Responsibilities

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

Qualification

Series 7 licenseSeries 63 licenseClient relationship managementSelf-starterWork ethic

Required

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

Company

San Blas Securities

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San Blas Securities helps advisors and institutional investors to see more opportunities.

Funding

Current Stage
Early Stage

Leadership Team

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Daniel Padilla
Chief Executive Officer
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Brad Fay
EVP, Chief Business Development Officer
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Company data provided by crunchbase