Financial Advisor Series 7, 65 or 66

San Blas Securities
  • Greater Des Moines, IA
    30+ days ago

    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 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.

    Powered by JazzHR

    Numbers & Facts

    LocationGreater Des Moines, IA
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Asset Managementunmatched
    • Balance Sheetunmatched
    • Customer Relationsunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Investment Servicesunmatched
    • Loansunmatched
    • Onboardingunmatched
    • Securitiesunmatched
    • Series 7unmatched
    • Team Playerunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder