What are the responsibilities and job description for the Financial Advisor position at Westshore Financial Group, Inc.?
Company Description
Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. With its base in Tampa, Florida, the firm operates locally as a boutique entity while being backed by Guardian Life Insurance Company, a 150-year-old national mutual insurance company. This unique structure allows the firm to be large and resourceful yet offer personal and individualized planning. Our team is committed to providing clients with tailored solutions that meet their unique needs and objectives.
Role Description
This full-time role for a Financial Advisor requires a candidate to provide comprehensive financial advisory services to clients. Day-to-day tasks include conducting financial planning, retirement planning, managing investments, and offering financial advice. The role is hybrid, based in Tampa, FL, allowing for some work from home flexibility.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Finance and Investments
- Proven ability to provide Financial Advisory services
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Bachelor's degree in Finance, Business, or a related field is preferred
- Ability to work independently and in a team setting