Self-starter with a strong work ethic and ability to work independently
Portable existing client relationships are a requirement
Requirements:
Provide financial advisory services to clients, leveraging an existing network of institutional clients
Prospect for new clients and drive business development across BD, RIA, and Insurance platforms
Operate independently in a remote, work-from-home environment with a strong work ethic
Build and maintain client relationships and deliver exceptional service and financial solutions
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.
