Financial Advisor – Series 7, 65, 66

🕒 October 1, 2025

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 37%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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San Blas Securities

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

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

• Seeking highly motivated and results-oriented advisors to join our growing team • Leverage an existing network of institutional clients • Role offers a competitive commission-based compensation package & onboarding incentives • Work across BD, RIA, and Insurance Platforms • Custody & Clearing relationships with RBC & Schwab • Join a dynamic and growing organization with experienced senior management and in-house CIO

🎯 Requirements

• 5+ years of proven success • Series 7, 65 or 66 (header) • Series 7 (6) and 63 licenses are required • Self-starter with a strong work ethic and ability to work independently • Portable existing client relationships are a requirement • We will consider both W2 and 1099 affiliations

🏖️ 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 • Top Tier Clearing, Custody and Technology • In-house CIO • Privately owned, well capitalized and strong balance sheet for our size • Over $1 Billion of Customer Assets under management • Remote (work from home/own office) position