Financial Planner

3 days ago


Greenville, South Carolina, United States The Pelora Group Full time
Unlock Your Financial Potential

Are you a seasoned Investment Advisor looking to elevate your career? The Pelora Group in Greenville, SC, US, offers a dynamic environment where you can thrive and make a meaningful impact in people's lives.

Key Responsibilities:
  • Develop tailored financial plans for clients based on their unique goals and risk tolerance.
  • Conduct comprehensive financial analyses to provide expert recommendations on investments, retirement planning, and estate planning.
  • Regularly review and adjust clients' financial situations to ensure their plans remain on track.
  • Stay up-to-date on industry trends, investment products, and regulatory changes to deliver the most current and relevant advice.
  • Cultivate strong relationships with clients to understand their evolving financial needs and provide exceptional customer service.
Requirements:
  • CFP Status
  • Financial Advisor Licenses
  • Insurance Experience
  • Bachelor's degree in Finance or a related field
  • Strong analytical and problem-solving skills

The Pelora Group values integrity, innovation, and client success. If you're passionate about delivering exceptional financial solutions and making a real difference in people's lives, we encourage you to explore this opportunity.


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