Broker Check


We are excited you are considering a career with us!

We recognize changing careers, or even companies, is a huge decision.  We have created a recruiting process that provides you the information you need to feel confident in your decision.  Our culture is not to hire every person we can find.  In fact, we are highly selective because we know we can only pour into a small group of new representatives each year to give them the time and the tools they need to be successful.  Our recruiting process gives you a chance to meet our New Advisor Development Team, and to understand how we work with clients and how you get paid.  But most importantly, our personality assessment and business plan review ensure you have the natural tools needed to be successful in our business.  If you are not naturally a good fit for this career, our team can help you understand your personality and what types of careers may be better suited for you. 
We are excited to meet you!

Take the Personality Assessment Now

Why Financial Services?

In most jobs, a manager gives you work they don’t want to do, you are not used or paid based on your full potential, and you work to create wealth for someone else. If you want a vacation, or want to attend your child’s school play, you have to ask and hope you get a yes.

You should have the power to control your schedule, to earn an income based on your full potential, and to build wealth for your own family. And most importantly, you need a career where you can help people other than yourself; where you can make the world a better place than where you found it. 

Financial services offers all those possibilities.  You build your own, sellable business that not only pays you now, but provides incredible wealth accumulation for 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 Westshore?

In most jobs, a manager gives you work they don’t want to do, you are not used or paid based on your full potential, and you work to build wealth for someone else. If you want a vacation, or want to attend your child’s school play, you have to ask and hope you get a yes.

You should have the power to control your schedule, to earn an income based on your full potential, and to build wealth for your own family. And most importantly, you need a career where you can help people other than yourself; where you can make the world a better place than where you found it. 

Financial services offers all those possibilities.  You build your own, sellable business that not only pays you now, but provides incredible wealth accumulation for 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 Now?

In most jobs, a manager gives you work they don’t want to do, you are not used or paid based on your full potential, and you work to create wealth for someone else. If you want a vacation, or want to attend your child’s school play, you have to ask and hope you get a yes.

You should have the power to control your schedule, to earn an income based on your full potential, and to build wealth for your own family. And most importantly, you need a career where you can help people other than yourself; where you can make the world a better place than where you found it. 

Financial services offers all those possibilities.  You build your own, sellable business that not only pays you now, but provides incredible wealth accumulation for 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.