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
...guided by a common purpose to help make financial lives better through the power of every... ...relationship with the client, Financial Solutions Advisors can engage clients in goals‑based... ...and processes Required Qualifications Series 7, and 66 or equivalent (if not currently...SuggestedTemporary workWork experience placementWork at officeShift workDay shift- ...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
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas... ...career as a Financial Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required...SuggestedWork at officeShift workDay shift
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long Island City, New York; Jamaica, New York... ...Required Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...Suggested
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/...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$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$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- ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who... ...of providing advice, planning and investment sales ~ SIE, Series 7, Series 63 required ~ Required to have L&H and Series 66 (...Work at office
$75k - $100k
...Sales Consultant to drive sales and build relationships with financial advisors in Kentucky. This role involves managing territory AUM and... ...support. Ideal candidates possess a Bachelor’s degree, must hold Series 7 and Series 63 licenses, and have a minimum of five years...- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...the Role We are searching for a Financial Advisor to provide a personalized retirement and... ...record. Must have an active FINRA Series 7 license and a Series 63 and 65 or 66....16 hoursImmediate start
$100k - $150k
Compensation The expected pay range for this Financial Advisor position is $100,000 to $150,000 annually, including a base salary and variable... ...field. Advanced designation required (CFP, CPA, MBA, etc.). Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses. Insurance...Full timeTemporary workFlexible hours- A leading financial institution in New York is looking for a financial advisor to provide comprehensive advice and customized solutions for clients to help achieve financial... ...potential clients. Applicants should have Series 7 and 66 licenses, with at least one year of...Full time
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...services recommended 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
- ...opportunities, including leading client and conference seminars Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (...Immediate start
$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- Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Georgia. This role requires obtaining Securities Industry licenses such as the SIE, Series 7, and Series 66. You will build client relationships, provide comprehensive advice, and grow your...Monday to Friday
- ...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
- 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
$55k - $156.45k
...planning, and obtains the necessary information to make sound financial recommendations. Coaches retail employees on the features and benefits... ...as seminars, mailings, and other special programs. Maintains Series 7, Series 66 (or 63 and 65) and PA Life, Accident, and Health...For contractorsMonday to Friday- 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
- Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance... ...of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential...
- ...Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an... ...confidential conversation today. Requirements: Series 6 and 63 required. Series 7 and 66 (63/65) preferred Insurance license...Full timeInternshipRemote work
$90k - $150k
...uncovering client needs, and delivering tailored financial solutions. This individual will play a... ...client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.)... ...environment Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift$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$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- 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...
$70k - $80k
Bank of America is seeking a financial advisor in Oklahoma. The role involves providing comprehensive advice to clients, helping them achieve... ...of brokerage products. Candidates must possess Series 7 & 66, with at least one year in investments or financial services...
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