Financial Advisor
Hace 1 semana
San Juan, Puerto Rico
San Blas Securities
Jornada completa
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I started with a Series 6.
Here's what happens in most advisory practices in Puerto Rico, every year, without anyone deciding it. The tax return goes to a CPA. The group benefits go to a broker. The company 401(k) goes to whoever payroll recommended. You keep the brokerage account and hope nobody else gets curious about the rest.
That's not a practice. That's a product line.
JS Advisory Group is hiring a financial advisor. Four service lines in-house: qualified plans under PR Code §1081.01(d), asset management, insurance, and accounting and tax. Your client's whole financial life stays in one place, under your name. You stop referring away the relationship you built.
What I'm looking for: an active FINRA license — 6, 7, 63, 65 or 66 — a book you built, and the instinct to advise rather than sell. Series 7 sponsorship is available through San Blas Securities, LLC.
If that's you: DM me, info@jsadvisorygroup.com, or 787-367-5216. Whichever you're most comfortable with, and it stays between us.
• Securities offered through San Blas Securities, LLC — Member FINRA/SIPC. JS Advisory Group and San Blas Securities, LLC are separate and unaffiliated entities. Check the background of this firm and its investment professionals on FINRA BrokerCheck.
• Securities offered through San Blas Securities, LLC — Member FINRA/SIPC. JS Advisory Group and San Blas Securities, LLC are separate and unaffiliated entities. Check the background of this firm and its investment professionals on FINRA BrokerCheck.