San Blas Securities
San Blas Securities is a full-service investment bank and independent advisor network that helps advisors and institutional investors uncover more opportunities and achieve their financial goals. By providing personalized service, valuable resources, and unique investment insights, San Blas Securities delivers a competitive advantage to its clients.
Financial Advisor - Independent
4 days ago
San Blas Securities
San Blas Securities is a full-service investment bank and independent advisor network that helps advisors and institutional investors uncover more opportunities and achieve their financial goals. By providing personalized service, valuable resources, and unique investment insights, San Blas Securities delivers a competitive advantage to its clients.
📋 Description
• Seeking highly motivated and results-oriented advisors • Opportunity to leverage an existing network of institutional clients
🎯 Requirements
• 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 relationships with institutional investors are a requirement
🏖️ Benefits
• Highly Competitive Payouts (80% to 90%+ for independents) • Onboarding Incentives including upfront forgivable transition loans • Fees such as E&O, Technology and Tickets below industry norm
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