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

• 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

🎯 Requirements

• 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

🏖️ 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 • BD, RIA, and Insurance Platforms • Consideration of W2 or 1099 affiliations • Opportunity to leverage an existing network of institutional clients