San Blas Securities
Helping advisors and institutional investors to see more opportunities and achieve their financial goals.
Financial Advisor, Series 7/65/66
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 11-50H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
167 days ago
Salary
Not specified
5 yrs expEnglish
Job Description
• Seeking highly motivated and results-oriented advisors to join our growing team
• Leverage an existing network of institutional clients
• Work across BD, RIA, and Insurance Platforms
• Utilize custody & clearing with RBC & Schwab
• Commission-based compensation with onboarding incentives and incentives such as forgivable transition loans
• Remote (work from home/own office) role
Job Requirements
- 5+ years of proven success
- Series 7, 65 or 66
- Series 7 (6) and 63 licenses are required
- Portable existing client relationships are a requirement
- Self-starter with a strong work ethic and ability to work independently
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
- Custody & Clearing with RBC & Schwab
- BD, RIA, and Insurance Platforms
- Remote (work from home/own office) position
- We will consider both W2 and 1099 affiliations
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