Financial Advisor Series 7

1 Month ago

Louisville, Kentucky, United States

Remote

Subscribe to job alerts

Get a weekly digest of the latest climate jobs from thousands of companies in your inbox.

Job Description

San Blas Securities is hiring a Financial Advisor Series 7 for a remote position. The role requires 5+ years of experience and Series 7 and 63 licenses. Candidates should have a proven track record and portable relationships with institutional investors. The job offers competitive commission-based compensation, onboarding incentives, and the chance to work within a supportive environment at a growing investment bank.
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 $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

Position Summary:

We are seeking highly motivated and results-oriented advisors to join our growing team. 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
• We will consider both W2 and 1099 affiliations
• 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.

Powered by JazzHR

WguBrC5adc

San Blas Securities


Report inaccurate data

|

Leave feedback about this job

More Finance / Investing jobs in climate

27 days ago

McCarran, United States

APPLY

Summer Intern- Finance Team

27 days ago

Annapolis, United States

APPLY

APPLY

1 Month ago

Grass Valley, United States

APPLY

APPLY

Other jobs at San Blas Securities