Financial Advisor, Series 7, 65, or 66

🕒 Setembro 29, 2025

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San Blas Securities

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💳 Fintech

Investment Banking • Finance • Fintech

San Blas Securities é um banco de investimentos de serviço completo e uma rede de consultores independentes que ajuda consultores e investidores institucionais a descobrir mais oportunidades e alcançar seus objetivos financeiros. Ao fornecer serviço personalizado, recursos valiosos e insights de investimento únicos, a San Blas Securities entrega uma vantagem competitiva aos seus clientes.

Descrição

• Join San Blas Securities as a Financial Advisor and grow within a full-service investment bank and independent advisor network • Leverage an existing network of institutional clients and develop client relationships • Provide investment advisory services across BD, RIA, and insurance platforms • Work independently in a remote environment and drive business growth • Utilize custody and clearing relationships with RBC and Schwab • Participate in onboarding process and transition using offered incentives

🎯 Requisitos

• 5+ years of proven success • Series 7, 65 or 66 (job title) and 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 • Ability to leverage an existing network of institutional clients • Experience with BD, RIA, and Insurance Platforms

🏖️ Benefícios

• 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 • We will consider both W2 and 1099 affiliations • Remote (work from home/own office) position