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Investment Planning Specialist

2 months ago

ValdeReuil, Normandie, United States The Pelora Group Full time


Are you ready to make a meaningful difference in your community while building a fulfilling career?

As a Financial Professional with The Pelora Group, you will join a network of dedicated individuals committed to helping clients achieve their financial aspirations.
  • Who You Are: You are driven by an entrepreneurial spirit.
  • Relationship-Focused: You prioritize the experiences and needs of your clients.
  • Core Values Alignment: You resonate with our principles of Balance, Growth, Authenticity, Conviction, and Stewardship.
  • Client-Centric Approach: You understand that each client's situation is unique and are eager to learn what success means to them.
  • Continuous Learner: You thrive on enhancing your skills through professional development and collaboration with fellow financial experts.
  • Community Impact: You are passionate about making a positive difference in your community.
  • Networking Enthusiast: You enjoy meeting new people and expanding your professional connections.
  • Self-Motivated: You are determined to realize your vision of success.
What We Offer:
  • You will join a community of professionals who are equally invested in your success.
  • Access to collaborative resources and localized expertise.
  • The independence to build your business with the support of a dedicated team.
  • Opportunities to foster lasting relationships through company events and team-building activities.
Key Responsibilities:

• Develop personalized financial strategies that align with clients' goals and risk profiles.

• Conduct regular assessments of clients' investment portfolios to ensure they meet their financial objectives.

• Provide expert advice on retirement planning, investment options, and insurance products.

• Stay updated on market trends and financial regulations to deliver accurate information to clients.

• Build and nurture strong relationships with clients to understand their evolving financial needs.

Qualifications:

• FINRA Series 7/66 is required.

• A Life and Health Insurance License is mandatory for this role.

• Candidates with 1-3 years of experience in Financial Services are preferred.

• A solid understanding of investment products and financial planning is essential.

• Strong communication and interpersonal skills are crucial for success in this position.

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