Unlock Your Potential as a Financial Advisor

3 days ago


Charlotte, North Carolina, United States The Pelora Group Full time
Key Responsibilities

You will be responsible for seeking new prospects continuously, establishing strong relationships with new clients, and providing exceptional customer service to existing clients.

Gathering each client's financial information, determining their financial status, cash flow, financial goals, and financial expectations are also key tasks in this role.

You will develop and provide customized financial plans based on potential life changes and changing financial needs, taking into account client risk tolerance and financial objectives.



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