Financial Advisor with Desire to Mentor/Manage

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Orlando, United States Westshore Financial Group, Inc. Full time

Company Description

Westshore Financial Group, based in Tampa with locations in Florida, is a boutique financial planning firm offering a comprehensive suite of insurance, investment, and financial services. We are backed by Guardian Life Insurance Company, a 150-year-old national mutual insurance company known for delivering on promises made to clients. This unique structure allows us to provide both personalized planning and the resources of a large organization.


Role Description

This is a full-time on-site role as a Managing Director (MD) located in Orlando, FL. The MD will be a securities licensed financial advisor with a minimum of 3-5 years of client-facing experience (depending on the quality of the experience.) The MD will be responsible for supporting the growth of the firm through personal production, mentoring a growing team of financial advisors, joint work in supporting the team, and attracting and recruiting high quality advisors to the firm. The MD will maintain firm culture through belief in our comprehensive, consultative approach to client education and advice, and leading by example by always working in the best interests of their clients. An MD at Westshore FInancial has all potential career paths open to them, including focusing on personal production, growing a small or large team, or becoming an equity partner in the firm.


Qualifications

  • Proven experience in financial planning, investment management, and business development
  • Leadership and management skills, with the ability to effectively oversee a team
  • Strong knowledge of insurance products and surrounding services
  • Strong knowledge of investment products and surrounding services
  • Excellent communication and interpersonal skills
  • Analytical and problem-solving abilities
  • Series 7, 65, or 66 licenses
  • CFP® certification or other relevant industry certifications are preferred
  • Bachelor's degree in Finance, Business, or a related field preferred


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