Financial Advisor

Westshore Financial Group, Inc.; Tampa (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Westshore Financial Group Inc. in Tampa, FL, is expanding with a full-time hybrid Financial Advisor role. You will create tailored financial and retirement plans, provide investment advice, and build long-term client relationships.

This opportunity supports your entrepreneurial spirit with a high-performing team and Guardian Life resources, including training and mentorship to help you succeed and grow. Westshore’s structure offers the backing of a Fortune 250 company while maintaining a

Qualifications

• Strong interpersonal and communication skills.
• Analytical and problem-solving abilities.
• Health & Life (2-15) license or ability to obtain; Series 7/66 licenses preferred within first year.

Responsibilities

• Create tailored financial and retirement plans.
• Offer investment advice and financial guidelines.
• Build and maintain long-term client relationships.

Skills

Interpersonal skills

Analytical thinking

Education

Health & Life license (2-15)

Series 7 license

Series 66 license

Job description

Westshore Financial Group Inc., a boutique financial planning firm based in Tampa, FL, is expanding its team! Supported by the resources of The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence.

We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors, college graduates, and career changers are all welcome and encouraged to apply.

Role Description

As a Financial Advisor at Westshore Financial, you will play a vital role in helping clients achieve their financial goals. This full-time, hybrid role includes:

• Creating tailored financial and retirement plans.
• Offering investment advice and financial guidelines.
• Building and maintaining long-term client relationships.

This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high-performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of Westshore’s training and mentorship program.

Qualifications

We are seeking candidates with:

• Strong interpersonal and communication skills.
• Analytical and problem-solving abilities.
• A Health and Life (2-15) license or the ability to obtain.
• Ability to obtain Series 7 and Series 66 licenses (preferred within the first year).

Why Westshore Financial?

We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients’ lives. Whether you are looking to grow your career or are new to the financial services industry, Westshore Financial provides the tools and support to help you succeed.

With Westshore’s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with Westshore and unlock your full potential today!

Westshore Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Guardian Network® is a registered trademark of The Guardian Life Insurance Company of America. Only Appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities LLC (PAS) and Park Avenue Investment Advisory LLC (PAA) may offer fee-based financial planning. To offer securities products and services you must be registered with PAS. 7494755.1 Exp 1/27