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Licensed Financial Advisor

2 months ago

Wilmington, United States The Pelora Group Full time

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. 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 Compensation: $102,000 at plan earnings

• 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.

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