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. They are seeking highly motivated and results-oriented advisors to join their growing team, offering a competitive commission-based compensation package and the opportunity to leverage an existing network of institutional clients.

Financial Services

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