Financial Advisor, Series 7/65/66
San Blas Securities
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
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
- Experience with BD, RIA, and Insurance Platforms
- Ability to leverage an existing network of institutional clients
- Will consider both W2 and 1099 affiliations
Benefits
- Privately owned, well capitalized and strong balance sheet for our size
- Experienced senior management team
- Over $1 Billion of Customer Assets under management
- In-house CIO
- Top Tier Clearing, Custody and Technology
- 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
- Competitive commission-based compensation package & onboarding incentives
- Will consider both W2 and 1099 affiliations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
highly motivatedresults-orientedself-starterstrong work ethicability to work independently
Certifications
Series 7 licenseSeries 63 license