Financial Services Advisor

6 days ago


Charlotte, North Carolina, United States The Pelora Group Full time
Unlock Your Potential as a Financial Professional

Are you ready to make a meaningful impact in your community, build a lasting legacy for yourself and your clients, and enjoy the freedom and flexibility you deserve without feeling isolated?

As a Financial Professional supported by The Pelora Group, you'll be part of a dynamic community of professionals who will help you discover your purpose, bring your vision to life, and build a thriving business.

Key Responsibilities:
  • Deliver exceptional customer service to existing clients, tracking and monitoring communications in the client file, including strategies and financial advice provided
  • Collect and analyze each client's financial information to determine their financial status, goals, cash flow, and expectations
  • Develop and present tailored financial recommendations and strategies that align with client risk tolerance and financial objectives
  • Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Requirements:
  • A genuine desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, 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
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
About The Pelora Group:

We're a community of professionals dedicated to helping you achieve your goals and build a lasting legacy. Our team is passionate about providing exceptional support and resources to help you succeed.

Join us in our mission to make a positive impact in our community and help our clients achieve financial freedom.

Compensation: $77,000 - $107,500 yearly


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