Financial Advisor

President & CEO of Talley Capital | Managing Associate of Westshore Financial Group |

Tampa, FL $-$

Company Description

Westshore Financial Group is a Tampa-based financial planning firm providing personalized insurance, investment, and financial services. Operating as a boutique firm, Westshore Financial Group benefits from the extensive resources and expertise of Guardian Life Insurance Company, a 150‑year‑old national mutual insurance organization. This unique combination enables the company to deliver both personalized financial planning and robust solutions for clients. Westshore Financial Group emphasizes client‑focused strategies to help individuals and businesses achieve long‑term financial stability.

Role Description

This is a full‑time hybrid role for a Financial Advisor based in Tampa, FL, with some opportunities for work from home. The Financial Advisor will provide personalized financial planning services, assist clients with investment and retirement strategies, and analyze financial needs to create appropriate solutions. They will also collaborate with clients to advise on insurance options, wealth management, and ensure the achievement of their financial goals.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning
• Proficiency in Finance and Investments
• Solid experience in Financial Advisory services
• Excellent interpersonal and communication skills to establish client relationships
• Strong analytical skills and attention to detail
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Applicable certifications, such as CFP®, CFA, or similar, preferred
• Ability to work in a hybrid model (office and remote)

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