San Blas Securities

Payroll

• Review accounting records and banking documentation
• Identify and investigate discrepancies
• Reconcile accounts to ensure accuracy
• Process payrolls, including regular, special, and supplemental payrolls
• Review and maintain payroll tax reports
• Reconcile advisor charges
• Implement and monitor compliance with federal and state laws
• Maintain payroll and deduction information

Commission & Payroll Reconciliation Specialist

Financial Planning and Analysis

• Serve as a Financial Advisor advising clients and managing client relationships
• Leverage an existing network of institutional clients to grow assets under management
• Operate on commission-based compensation with onboarding incentives
• Use BD, RIA, and Insurance platforms and custody/clearing services with RBC and Schwab
• Work remotely from home or own office and independently within the San Blas Securities network
• Support onboarding and transitions, including utilizing forgivable transition loans and reduced fees

Financial Advisor, Series 7, 65 or 66

• We are seeking highly motivated and results-oriented advisors to join our growing team
• Opportunity to leverage an existing network of institutional clients
• Role offers a competitive commission-based compensation package & onboarding incentives
• Work with BD, RIA, and Insurance Platforms
• Custody & Clearing with RBC & Schwab
• Attracted advisors from Regional, Wirehouse and Independent Firms
• Remote (work from home/own office) position

Commission & Payroll Reconciliation Specialist

Financial Advisor, Series 7, 65 or 66

Financial Advisor, Series 7/65/66