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Financial Planning Specialist

2 months ago

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

About The Pelora Group

We are a leading financial services company seeking an experienced financial advisor to join our team as a Financial Planning Consultant. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities

  • Gather each client's financial information to determine their financial status, cash flow, financial goals, and financial expectations.
  • Customize financial plans for each client based on potential life changes and changing financial needs.
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor.
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.

Qualifications

  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred.
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.

Compensation

$77,000 - $107,500 yearly