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Financial Services Professional

2 months ago

ValdeReuil, Normandie, United States The Pelora Group Full time
About The Pelora Group

The Pelora Group is a dynamic and forward-thinking organization that empowers financial professionals to achieve their goals and make a meaningful impact in their communities.

Job Summary

We are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our organization, you will have the opportunity to work with a diverse range of clients, providing expert guidance on financial planning, investment opportunities, and insurance solutions.

Key Responsibilities
  • Create Customized Financial Plans: Develop tailored financial plans that align with clients' financial objectives and risk tolerance.
  • Evaluate and Optimize Investment Portfolios: Regularly assess clients' investment portfolios to ensure they remain aligned with their financial goals.
  • Offer Expert Guidance: Provide clients with expert advice on retirement planning, investment opportunities, and insurance solutions.
  • Stay Informed on Market Trends: Stay up-to-date on current market trends and financial regulations to provide clients with accurate and timely information.
  • Cultivate Strong Client Relationships: Foster and maintain strong relationships with clients to understand their evolving financial needs and aspirations.
Requirements
  • FINRA Series 7/66: Possess a valid FINRA Series 7/66 license.
  • Life and Health Insurance License: Hold a Life and Health Insurance License.
  • Financial Services Experience: 1-3 years of experience in the financial services industry.
  • Strong Understanding of Investment Products: Possess a solid understanding of investment products and financial planning.
  • Excellent Communication Skills: Demonstrate excellent communication and interpersonal skills.