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Westshore Financial Group, Inc. · 1 day ago

Financial Advisor

Tampa, FL

Full-time

Hybrid

Entry, Mid Level

Westshore Financial Group, Inc. is a boutique financial planning firm based in Tampa, FL, expanding its team. The Financial Advisor will help clients achieve their financial goals by creating tailored financial plans, offering investment advice, and building long-term client relationships.

Financial ServicesRetirementWealth Management

Senior Management

Hiring Manager

Steven Parisi

Responsibilities

Creating tailored financial and retirement plans

Offering investment advice and financial guidelines

Building and maintaining long-term client relationships

Qualification

HealthLife licenseSeries 7 licenseSeries 66 licenseAnalytical skillsProblem-solving skillsTime managementInterpersonal skillsCommunication skills

Required

Strong interpersonal and communication skills

Analytical and problem-solving abilities

Time management skills

A Health and Life (2-15) license or the ability to obtain one within the first year

Preferred

Ability to obtain Series 7 and Series 66 licenses (preferred within the first year)

Company

Westshore Financial Group, Inc.

Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services.

Tampa, Florida, USA

51-200 employees

https://www.westshorefinancialgroup.com/

Funding

Current Stage

Growth Stage

Leadership Team

Lynne Boyle

Chief Operating Officer

Company data provided by crunchbase