Financial Advisor

The Pelora Group • Charlotte, NC

8h • Remote

About The Position

Are you seeking an opportunity to impact your community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if you: · Are actively working within the financial services industry or eager to take your practice to the next level · Place high value on trusted relationships, deliver an exceptional client experience, and enjoy thoughtfully building a professional network · Demonstrate alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship · Appreciate that each client and family defines success differently and are committed to understanding those individual goals · Are dedicated to expanding personal knowledge and professional skills through ongoing development · Have a strong desire to create a positive professional and personal impact within the community · Exhibit self-motivation, discipline, and determination in pursuing a long-term vision of success The Pelora Group will be a great partner if you: · Seek to join a community that is invested in advisor success · Value collaboration with a partner that can help navigate change, improve productivity, and provide guidance toward achieving defined goals · Appreciate the concept of independence paired with meaningful support while building a business · Enjoy developing lifelong professional relationships with peers and staff through company trips, events, team-building activities, and shared experiences · Value comprehensive sales support, including business development coaching, marketing resources, and established processes designed to support sustainable growth · Desire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges

Requirements

• FINRA licensed series 7/66 preferred
• Life & Health Licensed preferred
• Securities Industry Exam preferred

Nice To Haves

• Actively working within the financial services industry or eager to take your practice to the next level
• Place high value on trusted relationships, deliver an exceptional client experience, and enjoy thoughtfully building a professional network
• Demonstrate alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship
• Appreciate that each client and family defines success differently and are committed to understanding those individual goals
• Dedicated to expanding personal knowledge and professional skills through ongoing development
• Strong desire to create a positive professional and personal impact within the community
• Exhibit self-motivation, discipline, and determination in pursuing a long-term vision of success

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed