Recruiting Process

Every new chapter starts with a brave first step. Our process helps you explore, learn, and launch with clarity—backed by the tools, training, and guidance of a team that’s walked the same path before you.

Start your next chapter at westshore

A Career that Gives You Opportunity.

The possibility of beginning a new journey can be scary. Our recruiting process is designed to clearly lay out what our proven path to success looks like for new financial advisors. We want you to be just as excited about starting a new journey as we are to work with you.

Discovery Call

Get a feel for what a financial advisor at Westshore does as we get to know each other. No pressure, no commitment.

Personality Assessment

This business thrives on finding the right person. This test helps us learn what is important to you.

Philosophy Meeting

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Your Journey with Our Guidance

Transition from where you are now to a successful financial advisor with our proven process and intentional support. We want to be the guide in YOUR story, simply there to help you get from start to success.

Become a business owner and unlock your potential at Westshore.

How do We support you?

Why a Career as a Financial Representative?

Most jobs provide you with the "unhealthy trifecta":
1. a manager gives you the work they don’t want to do,
2. you are not used or paid based on your full potential, and
3. you work to create value and wealth for someone else's company.
And the Bonus: If you want a vacation, or want to attend your child’s school play, you have to ask a manager and hope for a "yes".

A career as a financial representative gives you the power to:
1. control your schedule,
2. earn an income based on your full potential, and
3. build a business value and wealth for you and your own family.
And the Bonus: You build a career where you help people other than yourself; where you make the world a better place than you found it.

This career offers all those possibilities. You build your own, sellable business that not only pays you income every year, but provides a huge asset you can sell and enjoy during retirement. You work when you want, with the clients you choose, and you help clients make some of the most important decisions of their lives.

Your imagination and ambition are the only limitations to the size, the character, and the mission of your business.

If you have the desire to be the best you can be, if you love people and want to care for them, and if you want to control the destiny of your career, there is no better profession than financial services.

Why a Career with Westshore Financial?

There are many firms that provide investment and insurance products and financial advice. What sets Westshore apart? An easy way to figure it out would be to ask a firm how many meetings does it take to go through their client financial advice process. Most firms will tell you their process consists of 2-3 meetings. That should be a red flag because it would be extremely difficult to provide thorough, comprehensive financial education and advice for a client in only 2-3 meetings. That really only provides enough time to find a need and sell a product. Our process usually consists of 5-7 client meetings because we spend time with clients providing the advice they need and want. This distinction translates into two huge benefits for your career. First, you can be confident that you are providing consultative advice for the benefit of your clients instead of being a salesperson solely for your own benefit. And second, your clients will recognize the unique value you provide and will become your cheerleaders, your advocates, and will introduce you to family, friends and colleagues. Your reputation is everything in this business and a consultative, comprehensive client process helps separate you from others in the industry.

The second distinction of Westshore Financial is our mission. In business school, you learn the highest purpose of a company is to create profit for ownership. We disagree. Our highest purpose is to provide an environment where we can help you begin and flourish in a career as a financial professional. You don’t work for us. We work for you. Everything we do, from training to technology to our one-on-one mentorship, is done based on our mission to support our professionals and help them succeed. We know that our company’s financial success and more importantly, our personal fulfillment comes from seeing you succeed. If you are in a career or considering a company that doesn’t feel that way, you should consider meeting with us. We’d love to learn more about you and if you would be a good fit at Westshore Financial.

Why Begin Your Career Now?

Anyone will tell you, the older you get, the tougher it is to start a new career. When you are young, you have less financial obligations, more flexibility and freedom with your time, and more energy to climb new mountains. In any entrepreneurial endeavor, the reason most people fail is they run out of time and money. The younger you are when you start this career, the better chance you have of being successful.

Maybe more importantly, the sooner you get started, the sooner you get to enjoy the benefits of this career. You will immediately have more flexibility with your time. You will immediately begin utilizing your unique abilities to create success for yourself. And you will immediately begin building value and wealth in your own business. We are so excited you are interested in this career. Please reach out to us so we can help you determine if it is a good fit for you!