San Blas Securities

Financial Advisor, Series 7, 65 or 66

San Blas Securities

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Serve as Financial Advisor leveraging institutional client network
  • Provide advisory services within BD, RIA, and Insurance Platforms
  • Work with Custody & Clearing partners RBC & Schwab
  • Build and manage client relationships and portfolios
  • Collaborate with senior management and in-house CIO

Requirements

  • 5+ years of proven success
  • 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