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 $1.4 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
Advisors join the San Blas family of firms, encompassing our independent broker-dealer and RIAs: San Blas Securities and SB Advisory custody and clear through RBC, and San Blas Advisory Inc. custodies through Schwab
We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
5+ years of proven success
Series licenses are required. Such as 7, 66, 65 or 7, 6, 63
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.