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Financial Professional

2 months ago

WinstonSalem, United States The Pelora Group Full time
Description

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.

  • You will be a great partner for The Pelora Group if:You're entrepreneurially driven
  • You place a high value on relationships and your client's experience
  • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
  • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve.
  • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work.
  • You have a strong desire to make a positive impact on your community both professionally and personally.
  • You love meeting new people and building a network
  • You are self-motivated and will work determinedly to achieve your vision of success
  • The Pelora Group will be a great partner for you if:You desire to join a community of professionals who are as passionate about your success as you are.
  • You value collaboration and localized expert resources
  • You appreciate the idea of being independent but not alone while building and scaling your business.
  • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals.
  • You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.
Requirements:
  • A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person's journey is unique, so if you'd like to start a conversation with one of our guides, apply now.


Responsibilities
• Create customized financial plans tailored to clients' financial objectives and risk tolerance.
• Perform regular evaluations of clients' investment portfolios to ensure they align with their financial goals.
• Offer expert guidance on retirement planning, investment opportunities, and insurance solutions to clients.
• Stay informed on current market trends and financial regulations to provide clients with accurate and up-to-date information.
• Cultivate and maintain strong client relationships to understand their evolving financial needs and aspirations.

Qualifications
• FINRA Series 7/66.
• Having a Life and Health Insurance License is a requirement for the position.
• Candidates with 1-3 years of Financial Services Experience are preferred.
• A strong understanding of investment products and financial planning is essential.
• Excellent communication and interpersonal skills are necessary for this role.