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Financial Advisor Series 7/65 or 66
Financial Advisor Series 7/65 or 66San Blas Securities • Charlotte, NC, US
Financial Advisor Series 7 / 65 or 66

Financial Advisor Series 7 / 65 or 66

San Blas Securities • Charlotte, NC, US
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Job Description

Job Description

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
  • 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 client relationships 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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    Financial Advisor • Charlotte, NC, US