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.
Financial Advisor, Series 7, 65, or 66
Job not on LinkedIn
September 29
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.
📋 Description
• 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
🎯 Requirements
• 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
🏖️ 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 • We will consider both W2 and 1099 affiliations • Remote (work from home/own office) position
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