Suncoast Wealth Solutions Financial Advisor

4 days ago

Tampa, United States Lincoln Investment Full time
Job DescriptionJob Description

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 http://www.suncoastwealthsolution.com/sws/
Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."

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