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Licensed Financial Advisor

4 months ago

WinstonSalem, United States The Pelora Group Full time
Job DescriptionJob Description

Are you a Licensed Financial Advisor looking to join a dedicated team in Winston-Salem, NC? The Pelora Group is seeking a talented individual to provide top-notch financial guidance. Our team values integrity, innovation, and client satisfaction above all else. With a competitive salary of $102,000 at plan earnings or more, you'll have the opportunity to excel in a supportive environment that encourages professional development.


Join us in shaping a secure future for our clients while achieving personal growth and success. If you are passionate about financial planning and dedicated to making a positive impact, we want to hear from you.

Compensation:

$102,000 at plan earnings

Responsibilities:
  • Develop personalized financial plans for clients based on their financial goals and risk tolerance.
  • Conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives.
  • Provide expert advice on investment opportunities, retirement planning, and insurance products.
  • Stay up-to-date on market trends and financial regulations to provide clients with the most current and accurate information.
  • Build and maintain strong relationships with clients to understand their evolving financial needs and goals.
Qualifications:
  • Financial Advisor Licenses (FINRA Series 7/66)
  • Life and Health Insurance License
  • Financial Services Experience 1-3 years a plus
  • Strong knowledge of investment products and financial planning
  • Excellent communication and interpersonal skills
About Company

Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone?


As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business.