We have other current jobs related to this field that you can find below
-
Financial Advisor
1 month ago
St Petersburg, United States Thrivent Financial Full timeThrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...
-
Financial Advisor
6 days ago
St Louis, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...
-
Financial Advisor I
6 days ago
St Petersburg, United States Bayfront Health Full timeJoin Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...
-
Financial Advisor
2 weeks ago
St Petersburg, United States Northwestern Mutual Full timeNorthwestern Mutual St. Petersburg is seeking top talent to join our growing and highly productive practice. No previous financial advising experience is required; we have a robust training and development program. The ideal candidate will be able to fully onboard in early September.The ideal candidate has experience in sales, marketing, or business...
-
Financial Advisor Trainee
4 months ago
St Louis, United States Raymond James Financial Services Full timeThrough distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holis Financial Advisor, Advisor, Trainee, Financial Planning, Financial, Relationship Manager, Banking
-
Lead Financial Advisor
1 day ago
St Petersburg, United States Bayfront Health Full timePosition Overview:The Lead Financial Advisor plays a crucial role within the organization, assisting patients and their families by providing a comprehensive range of services to ensure that the payment collection process is thoroughly communicated and as seamless as possible.Location: Bayfront HealthShift: 2ndKey Responsibilities:Exemplifies the commitment...
-
Senior Financial Advisor
4 weeks ago
St Louis, United States Moneta Group Full timeAs a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your experti Financial Advisor, Advisor, Financial Planning, Financial, Senior, Banking, Business
-
Financial Advisor Trainee
1 month ago
St Albans, United States Raymond James Financial Services Full timeJob Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...
-
Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the...
-
Associate Advisor
2 months ago
St Louis, Missouri, United States Allworth Financial Full timeAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...
-
Associate Financial Advisor
1 month ago
St Paul, United States Boutique Recruiting Full timeA reputable financial services firm, is seeking a dedicated Associate Financial Advisor to join their team in New Brighton, Minnesota. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career. The Associate Financial Advisor will support the team in delivering high-quality financial planning...
-
Investment Counselor
2 months ago
St Petersburg, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the "many hats" of a typical Financial Advisor....
-
Investment Counselor
3 weeks ago
St Petersburg, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the "many hats" of a typical Financial Advisor....
-
Financial Advisor
1 month ago
St. Cloud, United States Cetera Full timeAt Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly...
-
Financial Advisor
3 months ago
St Louis, United States Moneta Corporation Full timeCompany DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...
-
Financial Advisor
4 weeks ago
St George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Senior Financial Advisor
5 days ago
St Louis, Missouri, United States Kelly Services, Inc. Full timePosition OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and its associated business. Your responsibilities will encompass:Ownership of Financial Outcomes: You will manage the Profit and Loss (P&L) statements and Balance Sheet results, ensuring financial health and sustainability.Collaboration...
-
Senior Financial Advisor
5 days ago
St Louis, Missouri, United States Kelly Services, Inc. Full timePosition OverviewAs a Senior Financial Advisor, you will take charge of all financial operations for the designated site and business unit, ensuring comprehensive management of the Profit and Loss (P&L) and Balance Sheet outcomes.Key ResponsibilitiesStrategic Collaboration: Work closely with site leadership to align financial strategies that enhance...
-
Financial Planning Specialist
7 hours ago
St Petersburg, United States RFG Advisory Full timePosition Type:Full-timeOverview:RFG Advisory's partner, AimWell Financial, is in search of a motivated, detail-oriented, and analytical individual to join their growing team as a Financial Planning Associate. This role is ideal for someone who thrives in a dynamic office setting and is eager to develop their skills within the financial services sector.Key...
-
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training and/or certification in securities and/or banking industry compliance to ensure compliance with all securities and/or banking rules and regulations. May be responsible for coordinating compliance functions, developing training...
![Suncoast Wealth Solutions](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida.
If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is the opportunity you’ve been waiting for.
While focusing on State Employees and their families, Financial Advisors partnering with SWS have the opportunity to tap into a large pool of potential clients who are eager to sit down with a financial advisor who can clearly articulate the financial options that are available to them.
Financial Advisors working with SWS have the luxury of knowing that even though they are independent, they are supported by a team of knowledgeable leaders with over 35 years of experience in this field and a competent support staff utilizing the latest in technology.
We are looking for individuals who:
- Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business
- Passion for helping others achieve their financial dreams
- Willing to put the best interest of their clients above their own
- Enjoy building lasting friendships with like-minded Financial Advisors
- Willing to make a commitment to walk hand-in-hand with their clients through their life’s journey
- Will make a commitment to keep growing in their quest to be the best Financial Professional they can possibly be
Desired Skills and Experience:
- 5+ yrs. financial sales experience preferred
- Bachelor’s degree or equivalent experience in business, finance, sales, marketing or related field
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- FINRA Series 7 and 66 preferred
- FINRA Series 6, 63 and 65 may be considered for exceptional candidates
- A CFP® designation or a Candidate for a CFP® certification is preferred, but not initially required
- State insurance license
- An existing book of business strongly preferred
Company Overview:
Suncoast Wealth Solutions is a Financial Planning & Wealth Management Firm located in St. Petersburg, Florida with offices in Springhill, Sarasota, Cape Coral and satellites in Ft. Lauderdale, Miami, and Jacksonville. Since 1980, SWS Financial Professionals have been assisting Florida State Employees in developing Financial Plans designed to guide them through their life’s journey. By partnering with Lincoln Investment, SWS has the tools and resources needed to provide and maintain comprehensive financial plans to ALL individuals; from those with smaller assets to high-net worth clients.
- For more information on Suncoast Wealth Solutions please visit our website at