Licensed Financial Advisor
2 weeks ago
Are you seeking an opportunity to make a difference in your local community, contribute to a lasting legacy for yourself and your clients, and attain the freedom and flexibility you desire while being part of a supportive network? As a Licensed Financial Advisor backed by The Pelora Group, you will join a community of professionals dedicated to helping you define your purpose, realize your vision, and grow your practice.
If you resonate with the following, you'll be a valued member of The Pelora Group:
- Driven by entrepreneurial spirit Prioritize fostering strong relationships and enhancing client experiences
- Share our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
- Value understanding each client and family's unique circumstances, tailoring success to their needs
- Thrive on continuous personal and professional development, learning from peers in the field
- Have a deep commitment to positively impacting your community, both personally and professionally
- Enjoy expanding your network and engaging with new individuals
- Self-motivated and dedicated to realizing your vision of success
- Seek to be part of a community that is invested in your success
- Value collaboration and access to expert localized resources
- Desire independence with the support of a team while growing and expanding your business
- Appreciate guidance in navigating change, increasing efficiency, and working towards your objectives
- Look forward to forging lasting relationships with fellow financial professionals and staff through company activities, team-building events, and shared experiences
Responsibilities
•Provide tailored financial advice and strategies based on client risk tolerance and financial goals
•Develop personalized financial plans to help clients achieve their objectives
•Assist clients in making informed decisions about their finances
•Offer guidance on investment opportunities and wealth management strategies
Qualifications
•Genuine interest in exploring the impact achievable as a Financial Services Professional with The Pelora Group in Greenville, SC, US
•Openness to initiating conversations with guides to understand individualized journeys
•Enthusiasm for learning and professional growth within the financial services sector
•Desire to contribute to the community and leave a lasting legacy through client relationships
•Ability to determine personal purpose, execute visions, and cultivate a thriving business with support from The Pelora Group
•FINRA Licenses 7/66 preferred
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