Wealth Management Specialist

2 weeks ago


ValdeReuil, Normandie, United States The Pelora Group Full time


Are you ready to make a difference in the financial landscape?

Join The Pelora Group as a Financial Professional and become part of a dedicated community that empowers you to achieve your aspirations while supporting your clients in their financial journeys.

What We Offer:
  • A collaborative environment where entrepreneurial spirit is encouraged.
  • A focus on building meaningful relationships and enhancing client experiences.
  • Alignment with our core values: Balance, Growth, Authenticity, Conviction, and Stewardship.
  • A commitment to understanding the unique financial goals of each client and family.
  • Opportunities for continuous professional development and knowledge sharing with fellow financial experts.
  • A chance to positively influence your community through your professional and personal endeavors.
  • A network of like-minded individuals who are passionate about success.
  • Independence in your work, supported by a team that is dedicated to your growth.
Key Responsibilities:

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

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

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

• Stay updated on market trends and regulatory changes to offer clients accurate insights.

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

Qualifications:

• Possession of FINRA Series 7/66 licenses.

• A valid Life and Health Insurance License is mandatory.

• Preferred candidates will have 1-3 years of experience in Financial Services.

• A solid understanding of investment vehicles and financial planning is crucial.

• Strong communication and interpersonal skills are essential for success in this role.

Each individual's journey is unique, and we invite you to explore the impact you can make as a Financial Services Professional with The Pelora Group. If you are eager to learn and grow, we encourage you to connect with us.

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