Lead Financial Advisory Manager

1 month ago


Raleigh, North Carolina, United States The Pelora Group Full time
Job Overview

Are you driven by a passion for financial guidance and team leadership? The Pelora Group is seeking a Financial Advisor Manager to enhance our innovative team. This position presents an attractive earning potential ranging from $70,000 to $350,000, offering a fulfilling pathway for professional advancement.

Role Responsibilities:
  • Formulate and execute strategic initiatives to meet clients' financial objectives.
  • Conduct ongoing performance assessments and deliver constructive feedback to financial advisors.
  • Remain informed about market dynamics and financial legislation to provide accurate client advice.
  • Guide and develop new financial advisors to ensure exceptional service quality.
  • Work collaboratively with management to enhance operational efficiency and client satisfaction.
  • Attract and recruit skilled advisors to strengthen your team for sustained growth.
Required Qualifications:
  • Possession of Financial Advisor Licenses (7/66).
  • Life and Health Insurance License.
  • CFP designation is preferred but not mandatory.
  • A minimum of 5 years' experience in financial advising.
  • Demonstrated success in managing a team of financial advisors.
About The Pelora Group

Are you eager to make a significant impact in your community while building a lasting legacy for yourself and your clients? As a Financial Professional with The Pelora Group, you will be part of a supportive network that helps you define your purpose, realize your vision, and develop your business.



  • Raleigh, North Carolina, United States State Employees' Credit Union Full time

    Job SummaryWe are seeking highly motivated and experienced professionals to join our team as Financial Advisory Services Specialists. As a key member of our team, you will be responsible for delivering exceptional financial advisory services to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning and...

  • Tax Advisory Manager

    2 weeks ago


    Raleigh, North Carolina, United States Centri Business Consulting, LLC Full time

    Job SummaryWe are seeking a highly skilled Tax Advisory Manager to join our team at Centri Business Consulting, LLC. As a key member of our tax advisory team, you will be responsible for providing expert tax guidance to clients and leading complex tax projects.Key ResponsibilitiesLead Tax Advisory Projects: Oversee tax advisory engagements, ensuring timely...


  • Raleigh, North Carolina, United States EisnerAmper Full time

    About EisnerAmperEisnerAmper is a leading accounting and advisory firm that values innovation, diversity, and inclusion. We strive to create a unique experience for our professionals, providing the tools and autonomy to succeed and reach their goals.Job DescriptionWe are seeking a Senior Manager to join our Technical Accounting Advisory Services practice. As...

  • Tax Advisory Manager

    1 month ago


    Raleigh, North Carolina, United States Centri Business Consulting, LLC Full time

    The Tax Advisory Manager plays a crucial role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a key leader within Centri Business Consulting, LLC, the Tax Advisory Manager is expected to exhibit exceptional project management capabilities, deliver outstanding client service, and provide constructive coaching to team members...

  • Tax Advisory Manager

    1 month ago


    Raleigh, North Carolina, United States Centri Business Consulting, LLC Full time

    The Tax Advisory Manager is primarily responsible for overseeing the Tax Advisory and Technical Accounting engagement work plans. As a leader within Centri Business Consulting, LLC, the Tax Advisory Manager will exhibit exceptional project management capabilities, outstanding client service, and effective coaching to team members, fostering their technical...

  • Tax Advisory Manager

    1 month ago


    Raleigh, North Carolina, United States Centri Business Consulting, LLC Full time

    The Tax Advisory Manager plays a crucial role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a key leader within Centri Business Consulting, LLC, the Tax Advisory Manager is expected to exhibit exceptional project management capabilities, deliver outstanding client service, and provide constructive coaching to team members...

  • Tax Advisory Manager

    4 weeks ago


    Raleigh, North Carolina, United States The Ladders Full time

    Position Overview: The Tax Advisory Manager plays a crucial role in overseeing the Tax Advisory and Technical Accounting engagement work plans. As a key leader within the organization, this position requires exceptional project management abilities, outstanding client service, and effective mentorship to team members, fostering their technical and...

  • Tax Manager Lead

    1 week ago


    Raleigh, North Carolina, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to lead our tax advisory services team. As a key member of our team, you will be responsible for managing tax compliance and provision services for a diverse range of clients.Key ResponsibilitiesManage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities...

  • Tax Manager Lead

    7 days ago


    Raleigh, North Carolina, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to lead our tax advisory services team. As a key member of our team, you will be responsible for managing tax compliance and provision services for a diverse range of clients.Key ResponsibilitiesManage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities...

  • Tax Manager Lead

    2 weeks ago


    Raleigh, North Carolina, United States FORVIS Full time

    {"Job Title": "Tax Manager", "Job Description": "Lead Tax Advisory ServicesAs a Tax Manager at Forvis, you will have the opportunity to lead and develop a team while providing exceptional customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, this is the...

  • Tax Director

    4 days ago


    Raleigh, North Carolina, United States Cherry Bekaert Advisory, LLC Full time

    Job Title: Tax DirectorCherry Bekaert Advisory, LLC is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will play a key role in providing exceptional tax services to our clients, leveraging your expertise to drive business growth and success.Key Responsibilities:Lead tax engagements, developing engagement budgets and...


  • Raleigh, North Carolina, United States Booth & Associates, LLC Full time

    Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role that will progress towards overseeing the Financial Services Division.Role Summary:This role will assist the Financial Services Division in delivering expert accounting and financial advisory services tailored for municipal utilities and electric...


  • Raleigh, North Carolina, United States InsideHigherEd Full time

    Position Overview:The Financial Compliance Manager plays a crucial role in ensuring the accuracy and adherence to regulations of financial transactions related to sponsored research. This position requires a meticulous individual with expertise in grants management, accounting standards, and compliance regulations.Key Responsibilities:Financial Data...

  • Tax Director

    3 days ago


    Raleigh, North Carolina, United States Cherry Bekaert Advisory, LLC Full time

    Job SummaryCherry Bekaert Advisory, LLC is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will play a key role in providing exceptional tax services to our clients, including complex federal corporate, multi-state, individual, and partnership returns.Key ResponsibilitiesLead tax engagements, develop engagement budgets, and...


  • Raleigh, North Carolina, United States Booth & Associates LLC Full time

    Position OverviewWe are looking for a skilled professional to fill a senior role within our Financial Services Department at Booth & Associates LLC.Role Summary:This position will play a crucial role in delivering expert accounting and financial advisory services tailored for municipal utilities and electric cooperatives. Key responsibilities...


  • Raleigh, North Carolina, United States CFA Institute Full time

    Position Overview:CFA Institute is seeking a qualified individual for the role of Senior Accountant. This position entails a critical function in overseeing and managing financial and business transactions, applying established accounting principles that necessitate analytical, evaluative, and advisory skills. The focus of this role will be on the financial...


  • Raleigh, North Carolina, United States Booth & Associates, LLC Full time

    Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in guiding our financial operations and strategies related to municipal utilities and electric cooperatives.Key Responsibilities:This role will encompass...


  • Raleigh, North Carolina, United States Booth & Associates, LLC Full time

    Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in steering the department towards excellence in financial advisory services tailored for municipal utilities and electric cooperatives.Key...

  • Tax Director

    4 days ago


    Raleigh, North Carolina, United States Cherry Bekaert Advisory, LLC Full time

    Job SummaryCherry Bekaert Advisory, LLC is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will play a key role in providing exceptional tax services to our clients, including complex federal corporate, multi-state, individual, and partnership returns.Key ResponsibilitiesLead tax engagements, develop engagement budgets, and...

  • Tax Director

    4 days ago


    Raleigh, North Carolina, United States Cherry Bekaert Advisory, LLC Full time

    Job SummaryCherry Bekaert Advisory, LLC is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will play a key role in providing exceptional tax services to our clients, leveraging your expertise to drive business growth and minimize tax liabilities.Key ResponsibilitiesLead tax engagements, developing engagement budgets and...