Financial Planner

3 weeks ago


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

The Pelora Group is seeking a highly skilled Financial Planner to join our team in Raleigh, NC. As a Financial Planner, you will be responsible for developing personalized financial plans for clients, conducting comprehensive financial analyses, and providing expert financial advice.

Key Responsibilities
  • Financial Planning: Develop and implement customized financial plans for clients, taking into account their financial goals, risk tolerance, and current financial situation.
  • Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and provide recommendations on investments, retirement planning, and estate planning.
  • Client Relationships: Build and maintain strong relationships with clients, understanding their evolving financial needs and providing exceptional customer service.
  • Industry Knowledge: Stay up-to-date on industry trends, investment products, and regulatory changes to provide clients with the most current and relevant advice.
Requirements
  • FINRA Licenses: Possess relevant FINRA licenses and certifications.
  • Insurance Experience: Have experience in the insurance industry.
  • Education: Hold a Bachelor's degree in Finance or a related field.
  • Skills: Possess strong analytical and problem-solving skills.
About The Pelora Group

The Pelora Group is a dynamic and supportive environment where professionals can thrive and make a real impact in people's lives. As a Financial Planner, you will have the opportunity to work with a team of passionate professionals who are committed to excellence and client success.


  • Financial Planner

    3 weeks ago


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

    Job OverviewThe Pelora Group is seeking a skilled Financial Planner to join our team in Raleigh, NC. As a Financial Planner, you will be responsible for developing personalized financial plans for clients, conducting comprehensive financial analyses, and providing expert financial advice.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Senior Land Planner

    5 days ago


    Raleigh, North Carolina, United States Onpoint Full time

    Senior Land Planner/Landscape Architect OpportunityWe are seeking a highly skilled Senior Land Planner/Landscape Architect to lead our team in delivering exceptional results for our clients at Onpoint. As a key member of our team, you will be responsible for managing design development, preparing contract documents, and overseeing project teams.About the...


  • Raleigh, North Carolina, United States Equitable Services Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Equitable Advisors, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Wealth Management Associate, you'll have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client...


  • Raleigh, North Carolina, United States RSC2 Inc. Full time

    Company Overview:Founded in 2009, RSC2, Inc. is a Small Business Administration (SBA) Certified HUBZone Professional Services firm based in Baltimore, Maryland. We specialize in delivering innovative expertise, support services, and technologies designed to enhance the performance of operations, programs, and systems of record. Our dedicated team is trained...


  • Raleigh, North Carolina, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesFinancial Counseling Services: Provide one-on-one counseling,...


  • Raleigh, North Carolina, United States KCI Technologies Full time

    About the RoleWe are seeking a highly motivated and experienced Land Development Practice Leader to join our team in Raleigh, NC. As a key member of our Site/Civil Land Development Practice, you will be responsible for leading a team of engineers and planners, and driving positive culture and employee morale.Key ResponsibilitiesLead a team of engineers and...


  • Raleigh, North Carolina, United States Lochner Full time

    About the RoleWe are seeking a highly experienced Transportation Planning Expert to join our team at Lochner. As a key member of our planning team, you will be responsible for developing and implementing multimodal transportation plans that meet the needs of our clients and communities.Key ResponsibilitiesDevelop diversified knowledge of transportation...


  • Raleigh, North Carolina, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for compiling and scrutinizing financial accounting data for tax return creation, catering to high-net-worth individuals and small enterprises.Key ResponsibilitiesCompile, scrutinize, and handle financial accounting data for tax return...


  • Raleigh, North Carolina, United States Jobot Full time

    About UsOur boutique CPA firm is a dynamic and innovative organization based in Raleigh, North Carolina. We pride ourselves on providing unique solutions to our clients' complex tax, financial, and business challenges. Our team is dedicated to delivering personalized service and promoting career growth and development.Job SummaryWe are seeking a highly...

  • Senior Tax Consultant

    1 month ago


    Raleigh, North Carolina, United States Jobot Full time

    Join a leading regional accounting firm that values work-life balance and offers exceptional benefitsAbout Us:Located in Raleigh, we pride ourselves on delivering tailored solutions to our clients' complex tax, financial, and business challenges, with a strong emphasis on personalized service. We are seeking a Tax Senior who is eager to grow and take on...

  • Senior Tax Consultant

    1 month ago


    Raleigh, North Carolina, United States Jobot Full time

    Join a leading regional accounting firm that values work-life balance and offers excellent benefitsAbout Us:Located in Raleigh, we pride ourselves on delivering tailored solutions to our clients' complex tax, financial, and business needs while prioritizing personalized service. We are seeking a Tax Senior who is ready to grow and take on leadership...

  • Senior Tax Consultant

    1 month ago


    Raleigh, North Carolina, United States Jobot Full time

    Join a Leading Regional Accounting Firm with Excellent Work-Life Balance and BenefitsAbout Us:We are a prominent accounting firm located in Raleigh, dedicated to providing tailored solutions for our clients' complex tax, financial, and business needs. Our focus is on delivering personalized service while fostering an environment that encourages both...

  • Senior Tax Consultant

    1 month ago


    Raleigh, North Carolina, United States Jobot Full time

    Leading regional accounting firm offering excellent work/life balance and comprehensive benefitsAbout Us:Located in Raleigh, we provide tailored solutions to our clients' complex tax, financial, and business challenges while prioritizing personalized service. We are seeking a Tax Senior who is eager to grow and take on leadership opportunities within our...

  • Senior Tax Consultant

    1 month ago


    Raleigh, North Carolina, United States Jobot Full time

    Join a premier regional accounting firm that values work-life balance and offers exceptional benefitsAbout Us:Located in Raleigh, we pride ourselves on delivering tailored solutions to our clients' complex tax, financial, and business challenges, all while prioritizing personalized service. We are in search of a Tax Senior who is eager to grow and take on...


  • Raleigh, North Carolina, United States WSP Full time

    About the RoleWe are seeking a highly skilled and experienced Roadway Engineer to join our team in Raleigh, NC. As a key member of our Transportation Infrastructure team, you will be responsible for leading the design and development of complex roadway projects.Key ResponsibilitiesLead cross-functional teams of engineers and planners to execute project work...


  • Raleigh, North Carolina, United States Relevante Full time

    Civil Engineering Department Manager Job DescriptionWe are seeking a highly experienced Civil Engineering Department Manager to join our team at Relevante, Inc. Our client, a leading engineering design and consulting firm in the Raleigh, NC area, requires a seasoned professional to lead their Civil Engineering Department.Key Responsibilities:Lead and manage...


  • Raleigh, North Carolina, United States Lochner Full time

    About the RoleWe are seeking a highly experienced Transportation Planning Specialist to join our team at Lochner. As a key member of our infrastructure development team, you will play a critical role in shaping the future of transportation planning in our region.Key ResponsibilitiesDevelop and implement multimodal transportation plans that meet the needs of...


  • Raleigh, North Carolina, United States Relevante Full time

    Civil Engineering Department Manager Job DescriptionWe are seeking an experienced Civil Engineering Department Manager to lead our team of engineers in the Raleigh, NC area. The ideal candidate will have a strong background in civil engineering land development, infrastructure design, and construction document preparation.Key Responsibilities:Design...


  • Raleigh, North Carolina, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Lead Electrical Engineer to join our team at kW Mission Critical Engineering, a WSP company. As a Senior Lead Electrical Engineer, you will be responsible for designing complex power and other building systems, including generator plants, medium voltage distribution, uninterruptible power systems,...


  • Raleigh, North Carolina, United States AECOM Full time

    Company OverviewTransforming the Future Together.AECOM is at the forefront of delivering innovative solutions for a sustainable world. Our mission encompasses enhancing infrastructure, ensuring clean water access, and creating resilient communities. As a leading global infrastructure consulting firm, we collaborate with clients to tackle the most intricate...