Financial Advisor Series 7
San Blas Securities
About San Blas Securities Privately owned, well capitalized and strong balance sheet for our size Experienced senior management team Over $2Billion 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 Employer. This is a Remote (work from home/own office) position. #J-18808-Ljbffr San Blas Securities
$65k - $85k
Role Overview The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most... ...support and resolution communication. Required Qualifications Series 7 and 66 licenses, or equivalent (Series 66 must be...SuggestedWork experience placementShift workDay shift$62k - $72k
Grinney & Davis Wealth Management, a part of Ameriprise Financial, is hiring a Remote Paraplanner. This role requires valid Series 7 and 66 licenses, a bachelor's degree, and at least a year of experience in financial planning. Responsibilities include executing trades,...SuggestedRemote job- ...Bank of America, we are guided by a common purpose to help make financial lives better. These responsibilities involve providing phone‑... ...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66. Desired Qualifications Bachelor’s Degree in a related...SuggestedHourly payTraineeshipShift workDay shift
$78.52k - $117.52k
...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for... ...of providing advice, planning and investment sales ~ SIE, Series 7, Series 63 required ~ Required to have L&H and Series 66 (...SuggestedWork at officeLocal areaWork from homeFlexible hours$45k - $100k
...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner... ...: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement...Full timeContract workFor contractorsWork at office$55.25k - $66.3k
...entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial... ...obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities...Full timePart timeWork experience placementLocal area- ...Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different... ...(life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll...Local area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...Candidate qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hours- ...Summary: We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, that... ...offering Life Insurance, Annuities, and/or Investments ~ Series 6, 7, or 63 ~ Ability to build and maintain relationships ~...
$66.56k - $99.32k
...Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to... ...degree or completion of the FAA Trainee program ~ SIE & Series 7 required ~ Required to have L&H and Series 66 (or equivalent...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$62.35k - $90k
...and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel... ...an exemption or grandfathering cannot be applied. ~ Series 7 & 66 required. ~ Life, Health and Variable Annuity...TraineeshipWork experience placement- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly... ...management and investment strategies Nice-to-haves: * Series 6 or 7 * Series 66, 63, or 65 * CFP certification * Knowledge...
- ...One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor... ...and Requirements Bachelor's degree (strongly preferred) SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66) Active...Full time
$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...Temporary workMonday to FridayShift workDay shift- Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id... ...Responsibilities of this Position:**Life/Health and FINRA Series 7 and 63 & 65 or S66. **Physical Requirements or Work Conditions...Work at office
- About the Role We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers... ...a proven and successful sales track record. Active FINRA Series 7, Series 63 and 65 or 66 licenses. Active state variable life...16 hoursLocal areaImmediate startRemote work
$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals to... ...and rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. At least one year of...Temporary workMonday to FridayShift workDay shift- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...career as a Financial Advisor Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required...Shift workDay shift
$66.56k - $99.32k
...per week Pay Details $66,560 - $99,320 USD Job Overview The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to... ...degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent)...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours$65k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...Saturdays. Required Qualifications Currently holds a Series 7 & 66 license (63 & 65 in lieu of 66). If the 66 is not held, a...Temporary workWork at officeMonday to FridayShift workDay shift$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...be obtained without firm sponsorship), Series 7 and Series 66 will be required; if not...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Description One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial... ...and Requirements Bachelor's degree (strongly preferred) SIE, Series 7 required Active L&H certification and Series 66 (or...Full timeTemporary work
$70k - $80k
Job Summary We are looking for a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve... .... 40 hours per week. Required Qualifications Currently holds Series 7 & 66 (or Series 63/65 in lieu of 66). If lacking 66, must pass...Temporary workMonday to FridayDay shift- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer... ...) preferred Securities registrations - Series 7, 65 & 66 preferred Life & Health...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/...Work at office- ...its services to Registered Investment Advisors. The role involves cold calling,... ...years of inside sales experience in financial services and a Bachelor’s degree in Business... ...or Finance. This position requires a Series 65 license or Series 7 and 66 licenses within 90 days. #J-...
- Join Kinnect Advisors - Where Independence Meets Unmatched Support Location... ...built to empower entrepreneurial financial advisors. Whether you're looking... ...Great Fit? FINRA Registrations: Series 66 OR Series 63 and Series 65 FINRA Series 7 Registration Entrepreneurial mindset...Remote work
- ...Certain Production Level? If you’re a proven advisor who’s built a book, serves clients well,... ...sales to holistic, high-impact financial planning Leverage internal planning, underwriting... ...Financial Planner Licenses required: Series 7 Series 65 or Series 66 Bachelor’s...
- About the Role Corebridge Financial Services is searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our... ..., successful sales track record. Active FINRA Series 7 license and a Series 63 and 65 or 66 license. Active...16 hoursLocal areaImmediate start
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