Financial Advisor Series 7, 65 or 66 at San Blas Securities | Torre
Financial Advisor Series 7, 65 or 66
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San Blas Securities

Financial Advisor Series 7, 65 or 66

San Blas Securities
Emma
Emma
You'll expand your independent advisory practice by leveraging robust platforms and institutional networks.
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Full-time

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Emma of Torre.ai
 about 1 month ago

Requirements and responsibilities

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 sizeExperienced senior management teamOver $1 Billion of Customer Assets under managementIn-house CIOTop Tier Clearing, Custody and TechnologyHighly Competitive Payouts (80% to 90%+ for independents) & IncentivesOnboarding Incentives including upfront forgivable transition loansFees such as E&O, Technology and Tickets below industry normPosition 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 PlatformsWe will consider both W2 and 1099 affiliationsCustody & Clearing with RBC & SchwabWe have attracted advisors from Regional, Wirehouse and Independent FirmsQualifications:5+ years of proven successSeries 7 (6) and 63 licenses are requiredSelf-starter with a strong work ethic and ability to work independentlyPortable existing client relationships are a requirementEqual Opportunity EmployerSan Blas Securities is an Equal Opportunity Employer.
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