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
$100k
...life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...of experience in the investments industryAbility to obtain Series 7 and 66 licenses within allotted program timeIs a self-starter...SuggestedHourly payFull timeWork at officeDay shift$66.56k - $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 (...SuggestedFull timeWork at officeLocal areaWork from homeFlexible hours- ...commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge... ...1 or more years Securities industry. (Required) Certifications Series 7 and 63/65 combo or 66 securities licenses and State insurance...SuggestedFull timeLocal areaWork visaFlexible hours
$75k - $150k
...Financial ConsultantThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate... ...+ years' relevant experienceSeries 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon...Suggested- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...successful career as a Financial Advisor Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations...SuggestedShift workDay shift
- ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue... ...the Financial Services industry Active LAH required – SIE, Series 7 & 66 preferred Demonstrated success in sales, business development...
- ...Opportunity MassMutual New Jersey NYC is seeking an experienced Financial Services Professional to join our growing Warren office. This... ...Health Insurance License required. Securities registrations (Series 6, 7, 63, or 66) preferred or willingness to obtain. Demonstrated...Full timeWork at office
- ...We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace... ...and Disability Income Insurance. Paid programs for insurance licensing, SIE, Series 7, Series 66 and more. #J-18808-Ljbffr...Local areaFlexible hours
$74.88k - $112.32k
...Advise : Offer investment solutions and financial planning tailored to client goals. Client... ..., and investment sales. Licenses: SIE, Series 7, Series 63 (required) ; L&H and Series... ...401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community...Full timeLocal area- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...product services recommended Required Qualifications Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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.)... ...oriented environment Required licenses: Series 7, 63, 65 (or 66), and Life/Health/...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...— it's the foundation. Every financial decision a client faces is ultimately... ...the relationship between an advisor and a client is one of the... ...economics (preferred). Licensing: Series 66 (or 63/65) required. Life/... ...license preferred. Series 7 CFP or CWA preferred. An existing...Work at officeFlexible hours
- ...Financial AdvisorJoin Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record... ...-building skills and growth mindsetLicenses :Series 7, 63, and 65/66Life/Variable InsuranceExperience Required...Work experience placement
- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To... ...Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...Temporary workWork at officeMonday to FridayShift workDay shift
$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$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...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$100k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...of experience in the investments industry Ability to obtain Series 7 and 66 licenses within allotted program time Is a self-starter...Hourly payWork at officeShift workDay 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... ...Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/...Work at office- ...Bank of America is seeking an ambitious Financial Solutions Advisor Stage I in New York. You will begin by earning essential securities licenses (SIE, Series 7, Series 66) through dedicated training and then apply skills to build and manage client relationships across...
- ...Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial... ...of financial planning or advising experience. FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain. PA insurance...
$150k - $300k
...take control of their career and help others do the same. As a Financial Advisor, you're not just taking a job — you’re building your own... ...coverage Paid training and licensing for Life & Health, SIE, Series 7, Series 66 Reimbursement for industry certifications Ready to...Full timePart timeLocal areaFlexible hours- ...objectives and risk tolerance to determine which financial strategies and solutions best meet the... ...strategic direction of the Financial Advisor team to increase assets under management... ...education and related experience.FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses....Work at office
- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition... ...Primary Responsibilities of this Position:**Life/Health and FINRA Series 7 and 63 & 65 or S66. **Physical Requirements or Work...Work at office
$55.25k - $66.3k
...Financial AdvisorAre you looking to advance your career in a role with meaningful work? Do... ...on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your... ...licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include...Full timeWork experience placementLocal area$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay 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 (...Full timeWork at officeLocal areaWork from homeFlexible hours$59.06k - $114.27k
...Job Description Job Description Join our Financial Professionals team! Our New York Life Manhattan General... ...license is preferred.willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.Previous experience in sales, banking, financing...Full timeWork at officeRemote workRelocation- ...Partners is looking for an experienced financial professional in Monmouth County that... ...The look and feel of an independent advisor with the benefits of being an... ...conversation today! Requirements Series 6 and 63 required. Series 7 and 66 (63/65) preferred Insurance...
- ...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...
$100k - $150k
...decades, we’ve taken an uncommon approach to financial services - one built on: Comprehensive... ...the industry into elite Financial Advisors, supported by: Structured training Direct... ...2-3 weeks) Securities licensing (SIE / Series 7 / 66) is fully supported and expected...Work at office3 days per week
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