Financial Planner

24 hours ago


St Petersburg FL USA, United States Suncoast Wealth Solutions Full time
Join Our Team of Financial Professionals

Suncoast Wealth Solutions is a leading financial planning and wealth management firm seeking a talented Financial Advisor to join our team in Tampa, Florida.

We are looking for individuals who possess a strong entrepreneurial spirit, a passion for helping others achieve their financial goals, and a commitment to delivering exceptional client service.

As a Financial Advisor with Suncoast Wealth Solutions, you will have the opportunity to work with a diverse range of clients, including State Employees and their families, and help them achieve their financial objectives.

Our team is dedicated to providing comprehensive financial plans and solutions to our clients, and we are seeking a like-minded individual to join our team.

Key Responsibilities:

  • Build and maintain strong relationships with clients
  • Develop and implement comprehensive financial plans
  • Provide ongoing financial guidance and support to clients
  • Stay up-to-date with industry developments and best practices

Requirements:

  • 5+ years of financial sales experience preferred
  • Bachelor's degree or equivalent experience in business, finance, sales, marketing, or related field
  • FINRA Series 7 and 66 preferred
  • Ability to build and manage client relationships
  • Excellent written and oral communication skills

About Suncoast Wealth Solutions:

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.

Why Join Our Team?

At Suncoast Wealth Solutions, we offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.


  • Financial Planner

    10 hours ago


    St. Petersburg, FL, USA, United States Suncoast Wealth Solutions Full time

    About Suncoast Wealth SolutionsSuncoast Wealth Solutions is a leading financial planning and wealth management firm based in St. Petersburg, Florida. With a strong presence in the state, we have been assisting Florida State Employees in developing comprehensive financial plans since 1980.Our team of experienced financial professionals is dedicated to...


  • St Louis, Missouri, United States Edward Jones Full time

    Senior Travel Planner RoleWe are seeking a highly skilled Senior Travel Planner to join our team at Edward Jones. As a Senior Travel Planner, you will play a critical role in helping our clients achieve their financial goals and protect their wealth.Key Responsibilities:Partner with Financial Advisors to deliver personalized financial planning services to...


  • Washington, DC , USA, United States Certified Financial Planner Board of Standards, Inc. Full time

    Job Title: Candidate AdvocateThe Certified Financial Planner Board of Standards, Inc. is seeking a highly motivated and customer-focused Candidate Advocate to support the growth of our certification program. As a key member of our team, you will play a critical role in ensuring candidates for CFP certification advance successfully through the certification...

  • Financial Planner

    1 day ago


    Alpharetta, GA, USA, United States Ronald Blue & Co Full time

    Job Title: Financial Planner - SportsAt Ronald Blue & Co, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner - Sports, you will be responsible for providing expert financial planning services to clients in the sports industry.Key Responsibilities:Develop and implement customized financial plans for clients in the...


  • St Louis, Missouri, United States Edward Jones Full time

    Senior Travel Planner RoleWe are seeking a highly skilled Senior Travel Planner to join our team at Edward Jones. As a Senior Travel Planner, you will play a critical role in helping our clients achieve their financial goals and protect their wealth.Key Responsibilities:Partner with Financial Advisors to deliver personalized financial planning services to...


  • Alpharetta, GA, USA, United States Ronald Blue & Co Full time

    Job SummaryThe Senior Financial Planner is a key member of our team, responsible for supporting our Senior Financial Advisors and Managing Directors in maintaining strong client relationships and developing customized financial plans. This role requires a high level of technical expertise, excellent communication skills, and a passion for delivering...


  • Brodbecks, PA , USA, United States First Financial Federal Credit Union Full time

    Job Title: Senior Financial Planner and Investment AdvisorJob Summary:We are seeking a highly skilled Senior Financial Planner and Investment Advisor to join our team at First Financial Federal Credit Union of Maryland. As a key member of our Financial Dimensions department, you will be responsible for providing customized financial planning and investment...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor, where you will play a key role in helping our members achieve their financial goals.About the RoleThis is a full-time position that requires at least four years of experience advising individual...


  • St Louis, Missouri, United States Edward Jones Full time

    Senior Planner RoleWe are seeking a highly skilled Senior Planner to join our High Net Worth team at Edward Jones. As a Senior Planner, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesPartner with Financial Advisors to deliver comprehensive financial planning solutions to high net...


  • Alpharetta, GA, USA, United States Ronald Blue & Co Full time

    Job SummaryThe Senior Financial Planner is a key member of our team, responsible for supporting our (Sr.) Financial Advisors and Managing Directors in maintaining strong client relationships and developing customized financial plans. This role requires a high level of technical expertise, excellent communication skills, and a passion for delivering...

  • Financial Planner

    1 day ago


    St Louis, Missouri, United States New York Life Full time

    Financial Advisor Job DescriptionWe are seeking an experienced Financial Advisor to join our team at New York Life. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Customized Financial Planning: Create personalized financial plans for each client, taking into...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin our team at First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor. This role is a key position in our Financial Dimensions department, responsible for providing customized financial planning and investment advice to our clients.Key...


  • Pittsburgh, PA , USA, United States Golden Reserve LLC Full time

    About Golden Reserve LLCGolden Reserve LLC is a leading financial services company that is revolutionizing the way retirees plan for their financial future. We are seeking an experienced Senior Retirement Financial Planner to join our team and help us achieve our mission of providing exceptional financial services to our clients.Job SummaryWe are looking for...


  • St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior PlannerAre you a strategic thinker with a passion for financial planning? Do you thrive in a collaborative environment where you can make a meaningful impact on clients' lives? If so, we invite you to join our High Net Worth team at Edward Jones, where your expertise will be valued and respected.About the RoleAs a Senior...

  • Financial Planner

    3 weeks ago


    St. Petersburg, United States Suncoast Wealth Solutions Full time

    Unlock Your Potential as a Financial AdvisorSuncoast Wealth Solutions is seeking a motivated and entrepreneurial Financial Advisor to join our team in Tampa, Florida. As a Financial Advisor, you will have the opportunity to build a successful business while helping individuals achieve their financial goals.We are looking for individuals who possess a...


  • St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior PlannerAre you passionate about helping high net worth clients achieve their financial goals? Do you have a strong background in financial planning and a desire to lead a team of experts in delivering personalized wealth management solutions?As a Senior Planner on our High Net Worth team, you will partner with financial...

  • Financial Planner

    4 weeks ago


    St Petersburg, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom and live their best lives. As a Financial Advisor, you'll play a critical role in delivering personalized financial solutions and building lasting relationships with our clients.Key Responsibilities:Develop and implement...

  • Demand Planner

    15 hours ago


    St Petersburg, United States Randstad Full time

    Demand Planner Job DescriptionAs a Demand Planner at Randstad, you will play a crucial role in developing sales forecasts for professional salon products. Your expertise in statistical analysis and product knowledge will enable you to collaborate with internal and external partners to achieve business goals.Key Responsibilities:Determine product volume needs...


  • The Woodlands, TX, USA, United States Carson Wealth Full time

    About Carson WealthWe are a leading wealth management firm dedicated to delivering exceptional client experiences through innovative technology and personalized service.Our team is passionate about helping individuals and families achieve their financial goals, and we are seeking a talented Financial Planner to join our team in The Woodlands, Texas.Job...

  • Master Planner

    3 weeks ago


    St. Petersburg, United States Jabil Full time

    At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER. We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise...