Financial Advisor, Series 7, 65, or 66

🕒 il y a 8 mois

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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

• 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

🎯 Exigences

• 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

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