In-Home Care Agency Director
Caring Senior Service
Financial Advisor, Series 7/65/66
San Blas Securities
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Seek highly motivated and results-oriented advisors to join our growing team
- Opportunity to leverage an existing network of institutional clients
- Provide advisory and investment services using BD, RIA, and Insurance Platforms
- Work with Custody & Clearing with RBC & Schwab and in-house CIO
- Role offers competitive commission-based compensation package & onboarding incentives
- Join a rapidly growing, full-service investment bank and independent advisor network
Requirements
- 5+ years of proven success
- Series 7, 65 or 66 (mentioned in title)
- Series 7 (6) and 63 licenses are required (text contains this phrasing)
- Portable existing client relationships are a requirement
- Self-starter with a strong work ethic and ability to work independently
- Will consider both W2 and 1099 affiliations
