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Company Overview
Headquarters: Remote
Website: sanblassecurities.com
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. Our collaborative and supportive work environment encourages employees to thrive and grow professionally.
Key Features
- Privately owned with a strong balance sheet for our size
- Experienced senior management team
- Over $1 billion of customer assets under management
- In-house Chief Investment Officer (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 Errors & Omissions (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, and the opportunity to leverage an existing network of institutional clients.
Opportunities
- Access to BD, RIA, and insurance platforms
- W2 and 1099 affiliations considered
- Custody & clearing with RBC & Schwab
- Attraction of advisors from regional, wirehouse, and independent firms
Qualifications
- 5+ years of proven success in the financial industry
- 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 must
Equal Opportunity Employer
San Blas Securities is an equal opportunity employer. This position is remote (work from home/own office).
How to Apply
To apply: Apply here
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