Financial Advisor

Suncoast Wealth Solutions • saint petersburg, fl, us • 2d 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.