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Financial Planning Specialist

2 months ago

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

Financial Planning and Investment Opportunities

The Pelora Group is seeking a skilled Financial Planning Specialist to join our team in Raleigh, NC. As a key member of our team, you will have the opportunity to work with clients to develop personalized financial plans and provide expert investment advice.

Key Responsibilities:

  • Develop comprehensive financial plans for clients based on their financial goals and risk tolerance.
  • Conduct thorough financial analyses to provide recommendations on investments, retirement planning, and estate planning.
  • Monitor and review clients' financial situations regularly to ensure their plans are on track and make adjustments as needed.
  • Stay up-to-date on industry trends and regulatory changes to provide clients with the most current and relevant advice.
  • Cultivate strong relationships with clients to understand their evolving financial needs and provide exceptional customer service.

Requirements:

  • Financial Advisor Licenses
  • Insurance Experience
  • Bachelor's degree in Finance or a related field
  • Strong analytical and problem-solving skills