San Blas Securities

Financial Planning and Analysis

• 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

Financial Advisor, Series 7/65/66

• 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

Financial Advisor, Series 7/65/66

Financial Advisor, Series 7, 65 or 66