Financial Advisor Series 7/65 or 66
San Blas Securities
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 $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 Location: Remote (work from home/own office). #J-18808-Ljbffr
- ...investment bank in the United States, is looking for highly motivated advisors to join their growing team. This remote position offers a... ...should have at least 5 years of proven success, hold Series 7 (or 6) and 63 licenses, and possess portable client relationships...SuggestedRemote work
$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 work- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer... ...Securities registrations – Series 7, 65 & 66 preferred Life & Health Insurance Licenses...SuggestedLocal area
- ...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...SuggestedRemote work
$65k - $80k
...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 63 or 65 may be...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift- ...others in your community? Join Corebridge Financial Services. 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. Active state variable life and health...Local areaImmediate startRelocation
$90k - $150k
...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 Insurance...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon 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-... ...preferred Securities registrations - Series 7, 65 & 66 preferred Life & Health Insurance Licenses...Local area
$65k - $80k
...customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the...Temporary workMonday to FridayShift workDay shift- ...Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The... ...Requirements Bachelor's degree (strongly preferred) SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66) Active L&H certification or must...Full time
- ...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 with 5+...Shift workDay shift
$65k - $80k
Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and... ...brokerage products. Candidates should have a Series 7 & 66 license, a minimum of one year in the... ...offers a competitive salary range of $65,000 to $80,000 annually, benefits, and...$55.25k - $66.3k
...based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape... ...licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include... ...Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance...Full timeWork experience placementLocal area$70k - $80k
...customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads,... ...rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66). If you do not hold the 66, a passing...Temporary workMonday to FridayShift workDay shift- ...message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced... ...conversation today. Requirements: Series 6 and 63 required. Series 7 and 66 (63/65) preferred Insurance license required...Full timeInternshipRemote work
- ...position is performance-based, where advisors earn a first-year commission, substantial... ...salary over time. Visit the RU Financial Website Job Description RU Financial... ...industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion...Full timeWork from home
- Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly... ...and investment strategies Nice-to-haves Series 6 or 7 Series 66, 63, or 65 CFP certification Knowledge and proficiency in...
- ...San Blas Securities is looking for highly motivated and results-oriented financial advisors to join our team in the United States. This role offers competitive commission-based compensation and onboarding incentives, as well as the opportunity to leverage an existing...Work at officeRemote workWork from homeFlexible hours
$24.03 - $26.44 per hour
...Virtual Financial Advisor – Remote Chicago, Illinois Bring your skills to a deeply purposeful, financially rewarding career Thrivent... ...experience. Military veterans are encouraged to apply. FINRA Series 7, 63/65 or 66 required or obtained within 90 days. State insurance...Hourly payFull timeLocal areaRemote work$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) - Entry level role focused on building... ...Securities Industry Essentials (SIE), Series 7, and Series 66 licenses as part of the... ...Benefits Hourly pay range: $28.85 - $33.65 per hour. This position is compensated...Hourly payMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...As a Financial Solutions Advisor Stage I (FSA I), your journey... ...Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your... ...and Series 66 licenses (63 & 65 accepted, in lieu of 66) though...Work at officeImmediate startMonday to FridayShift workDay shift
$150k
Financial Advisor - Endowments and Foundations Financial Advisor - Endowments and Foundations Direct message the job poster from CAPTRUST... ...work independently. Licenses: Securities licenses such as Series 65, 66, 7. Technical Proficiency: Strong skills in Microsoft Office,...Full timeWork at office- ## Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)We’re empowered by a vast agent network covering... ...field or equivalent professional experience* FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all...Remote work
- ...Investment Executive (Financial Advisor) Indian Shores/Largo, FL Make banking a Fifth Third better. We connect great people to great... ...ABILITIES REQUIRED Prior Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (...
- ...seeking a dedicated professional for a financial advisory role in New York. This position... ...solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of... ...investments industry. Competitive salary of $65,000-$80,000 with performance incentives...
$80k - $90k
...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...accurately Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth... ...accurately Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleImmediate startShift workDay shift
- ...patrimoine TD**Job Description:**The Financial Advisor Manager (FAM) is responsible... ...or equivalent experience* 7 - 10+ years related... ...Registration Schedule): Life/Health, Series 65, 7 and 24* Excellent communication... ...: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic...Casual workLocal area
- Affluent Market Senior Financial Advisor page is loaded## Affluent Market Senior Financial Advisorremote type: Onsite Positionlocations... ...solutions, including trust/fiduciary experienceFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH)...Work experience placementBank staffWork at office
$50k
...Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a... ...critically Passion for new opportunities Candidate qualifications Series 7 and Series 66 required Experience in financial services working with...Work at officeWork from homeHome officeFlexible hours
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