Financial Planner

4 weeks ago

saint petersburg, United States Suncoast Wealth Solutions Full time

Suncoast Wealth Solutions (SWS) is seeking a highly motivated Financial Planner to join our team in Tampa, Florida.

As a Financial Planner, you will have the opportunity to work with State Employees and their families, helping them achieve their financial goals and grow their own business.

Our Financial Planners have access to a large pool of potential clients who are eager to work with a financial advisor who can clearly articulate the financial options available to them.

At SWS, we offer our Financial Planners the luxury of being independent while still being supported by a team of knowledgeable leaders with over 35 years of experience in the field and a competent support staff utilizing the latest 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 Planners
  • 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

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