Financial Services Professional
2 weeks ago
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.
- 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.
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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