San Blas Securities · 5 months ago
Financial Advisor Series 7
Albany, NY
Full-time
Onsite
Senior Level
5+ years expSan Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. They are seeking highly motivated and results-oriented advisors to join their team, offering a competitive commission-based compensation package and the opportunity to leverage an existing network of institutional clients.
Financial Services
Responsibilities
• 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
Qualification
Required
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
Benefits
Highly Competitive Payouts (80% to 90%+ for independents)
Incentives
Onboarding Incentives including upfront forgivable transition loans
Company
San Blas Securities
San Blas Securities helps advisors and institutional investors to see more opportunities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Daniel Padilla
Chief Executive Officer
Brad Fay
EVP, Chief Business Development Officer
Recent News
2026-01-20
2025-08-27
Company data provided by crunchbase