San Blas Securities
Investment Banking • Finance • Fintech
San Blas Securities is a full-service investment bank and independent advisor network that helps advisors and institutional investors uncover more opportunities and achieve their financial goals. By providing personalized service, valuable resources, and unique investment insights, San Blas Securities delivers a competitive advantage to its clients.
11 - 50 employees
đź’¸ Finance
đź’ł Fintech
Financial Advisor, Series 7/65/66
Job not on LinkedIn
October 1
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’¸ Financial Planning and Analysis (FP&A)
San Blas Securities
Investment Banking • Finance • Fintech
San Blas Securities is a full-service investment bank and independent advisor network that helps advisors and institutional investors uncover more opportunities and achieve their financial goals. By providing personalized service, valuable resources, and unique investment insights, San Blas Securities delivers a competitive advantage to its clients.
11 - 50 employees
đź’¸ Finance
đź’ł Fintech
đź“‹ 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
🎯 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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