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 practice and influence by leveraging a robust, independent advisory platform.
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Full-time

Legal agreement: Employment

Compensation
USD80 - 90/year
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Remote (anywhere)
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Emma of Torre.ai
 about 2 months 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 their 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 SummarySeeking highly motivated and results-oriented advisors to join their 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.Position ComponentsBD, RIA, and Insurance Platforms.They will consider both W2 and 1099 affiliations.Custody & Clearing with RBC & Schwab.Attracted advisors from Regional, Wirehouse and Independent Firms.Qualifications5+ 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 client relationships are a requirement.Equal OpportunitySan Blas Securities is an Equal Opportunity Employer.Remote WorkThis is a Remote (work from home/own office) position.
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