Financial Services Professional

2 weeks ago


WinstonSalem, North Carolina, United States The Pelora Group Full time
Unlock Your Potential as a Financial Professional

Are you ready to embark on a rewarding career that combines your passion for finance with your desire to make a positive impact on your community?

As a Financial Professional with The Pelora Group, you'll be part of a dynamic community of professionals who share your commitment to excellence and your drive to succeed.

Key Responsibilities:
  • Develop tailored financial strategies that align with clients' goals and risk tolerance in Winston-Salem, NC, US.
  • Conduct regular portfolio assessments to ensure clients' investments are on track to meet their objectives.
  • Provide expert guidance on retirement planning, investment options, and insurance solutions to clients in the Winston-Salem area.
  • Stay up-to-date on the latest financial regulations and market trends to offer clients informed and timely advice.
  • Build and maintain strong client relationships to understand their evolving financial needs and goals.
Requirements:
  • A genuine desire to learn and grow as a Financial Services Professional with The Pelora Group.
  • FINRA Series 7/66 certification is a mandatory requirement for this role.
  • A valid Life and Health Insurance License is also essential.
  • Ideal candidates will have 1-3 years of experience in Financial Services.
  • Strong communication and interpersonal skills are crucial for success in this position.
About The Pelora Group

We're a community of professionals dedicated to helping you achieve your financial goals and build a lasting legacy for yourself and your clients.

Join us and discover a career that offers the perfect blend of independence, flexibility, and support.



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