Experienced Financial Advisor

The Pelora Group • Charlotte, NC

3d

About The Position

The Pelora Group offers a supported-independence model designed for experienced advisors. This model provides infrastructure, resources, and a thoughtful path for succession planning and continuity. As an experienced Financial Planner supported by The Pelora Group, you will maintain your identity and autonomy while gaining a team specialized in practice management, operations, technology, planning, and marketing. This support allows you to deliver an exceptional client experience and build with confidence. The Pelora Group helps you clarify your vision, execute your growth plan, and build your business.

Requirements

• Established book of business with a demonstrated history of client retention and revenue stability
• FINRA Series 7 and 66 (or equivalent)
• Life & Health Insurance License

Nice To Haves

• Experienced financial advisor with an established and transferable book of business
• Place high value on long-term client relationships and fiduciary responsibility
• Demonstrate strong alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship
• Appreciate that every client, family, and business has a unique definition of success and are committed to delivering customized advice
• Thrive on strategic thinking, mentoring others, and contributing to a collaborative professional environment
• Have a strong presence in your community and value making a meaningful professional and personal impact
• Are self-directed, goal-oriented, and focused on long-term value creation beyond short-term production

Responsibilities

• Maintain your identity and autonomy while gaining a team behind you specialized in practice management, operations, technology, planning, and marketing.
• Deliver an exceptional client experience and build with confidence.
• Clarify your vision, execute your growth plan, and build your business.

Benefits

• Practice management support
• Localized expert resources to enhance efficiency and scalability
• Thoughtful transition partner to assist with succession planning, growth initiatives, and modernization of your practice
• Company trips, events, and team development sessions
• Access to a deep bench of subject matter experts across investments, planning, operations, compliance, technology, and tax strategy to support complex client needs and unforeseen challenges

What This Job Offers

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