Financial Planner
24 hours ago
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.
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