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 advisory impact by leveraging a robust platform and institutional network.
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Full-time

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Emma of Torre.ai
 about 1 month ago

Requirements and responsibilities

About San Blas SecuritiesSan Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.Dedicated to providing advisors and their clients with exceptional service and innovative financial solutions.Collaborative and supportive work environment where 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 SummaryWe 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 FirmsQualifications5+ 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 OpportunitySan Blas Securities is an Equal Opportunity Employer.Work setupThis is a Remote (work from home/own office) position.
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