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
Job not on LinkedIn
July 18
🇺🇸 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.
đź“‹ Description
• Seeking highly motivated and results-oriented advisors to join our growing team • Competitive commission-based compensation package & onboarding incentives • Opportunity to leverage an existing network of institutional clients • Part of a dynamic and growing organization • BD, RIA, and Insurance Platforms • Consider both W2 and 1099 affiliations
🎯 Requirements
• 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 relationships with institutional investors 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
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