Financial Advisor Series 7, 65 or 66

San Blas Securities

  • Scottsdale, AZ
  • 30+ days ago

    Highlights

    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. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

    Numbers & Facts

    LocationScottsdale, AZ

    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 $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 client relationships are a requirement
    San Blas Securities is an Equal Opportunity EmployerThis is a Remote (work from home/own office) position.

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