Financial Advisor Series 7, 65 or 66
San Blas Securitiesa day ago
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RemoteFull-time5+ yearsMid
Summary
San Blas Securities is seeking a Financial Advisor Series 7, 65 or 66 to join their team in Portland, Maine Metropolitan Area. The role involves providing exceptional service and innovative financial solutions to clients while leveraging an existing network of institutional clients.
About the Role
As a Financial Advisor, you will be responsible for building and maintaining client relationships, providing financial advice, and managing investment portfolios. You will work in a collaborative environment, utilizing the firm's resources to deliver top-tier financial services. The position offers a competitive commission-based compensation package and onboarding incentives.
About You
Required:
- 5+ years of proven success in financial advisory roles.
- Series 7 (6) and 63 licenses are required.
- Self-starter with a strong work ethic and ability to work independently.
- Portable existing client relationships.
Benefits
- Highly competitive payouts (80% to 90%+ for independents) & incentives.
- Onboarding incentives including upfront forgivable transition loans.
- Access to top-tier clearing, custody, and technology.
San Blas Securities
San Blas Securities is a full-service Broker/Dealer. Our platform includes Capital Markets and an Advisor Network. We are comprised of a core team of individuals with a proven track record in both fields.
Portland, Maine Metropolitan Area