Financial Advisor, Series 7/65/66

🕒 il y a 8 mois

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

San Blas Securities

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

💳 Fintech

Investment Banking • Finance • Fintech

San Blas Securities est une banque d'investissement à service complet et un réseau de conseillers indépendants qui aide les conseillers et les investisseurs institutionnels à découvrir plus d'opportunités et à atteindre leurs objectifs financiers. En fournissant un service personnalisé, des ressources précieuses et des insights d'investissement uniques, San Blas Securities offre un avantage compétitif à ses clients.

Description

• Serve as a Financial Advisor for San Blas Securities • Leverage and grow existing institutional client relationships • Provide investment advice and manage client assets • Utilize BD, RIA, and insurance platforms and custody/clearing services • Work remotely from home or own office and operate independently • Participate in onboarding and transition processes (including forgivable loans/incentives) • Collaborate with senior management and in-house CIO as needed

🎯 Exigences

• 5+ years of proven success • Series 7 and Series 63 licenses required • Series 65 or 66 indicated as alternatives • Portable existing client relationships required • Self-starter with a strong work ethic and ability to work independently

🏖️ Avantages

• 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 • Consideration of W2 or 1099 affiliations • Opportunity to leverage an existing network of institutional clients