Financial Advisor, Series 7/65/66

🕒 October 1, 2025

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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

• Join San Blas Securities as a Financial Advisor focused on providing investment and advisory solutions • Leverage an existing network of institutional and portable client relationships to grow assets under management • Operate on a commission-based compensation model with onboarding incentives and potential forgivable transition loans • Utilize BD, RIA, and Insurance platforms and custody/clearing services with RBC & Schwab • Work independently in a remote (work from home/own office) capacity and collaborate with in-house CIO and senior management

🎯 Requirements

• 5+ years of proven success • Series 7, 65 or 66 • 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 • 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 • Ability to affiliate as W2 or 1099 • Access to BD, RIA, and Insurance Platforms • In-house CIO • Remote (work from home/own office) position