Financial Advisor Series 7 - Succession Plan Candidate

San Blas Securities is seeking a Financial Advisor Series 7 - Succession Plan Candidate in Indianapolis, IN. The role involves working with existing clients and aims for the candidate to take over a senior advisor's practice in five years. Qualifications include 5+ years of success, Series 7 and 63 licenses, and existing relationships with institutional investors. The position offers a commission-based compensation package and is remote.
About San Blas Securities:

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
• Privately owned, well capitalized and strong balance sheet for our size
• Experienced senior management team
• Over $2 Billion of Customer Assets under management
• In-house CIO
• Top Tier Clearing, Custody and Technology

Position Summary:

We are seeking highly motivated and results-oriented advisors to join one of our highly successful advisors in Ft. Wayne. This candidate will have the opportunity to work with existing clients and the goal is to have the candidate take over the practice in 5 years. The senior advisor has 30 years of experience and a nine-figure practice.

The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
• BD, RIA, and Insurance Platforms
• Custody & Clearing with RBC & Schwab
• We have attracted advisors from Regional, Wirehouse and Independent Firms

Qualifications:
• 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 relationships with institutional investors are a requirement

San Blas Securities is an Equal Opportunity Employer

This is a Remote (work from home/own office) position.

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