Financial Planner - Entrepreneurial Path

The Pelora Group•Raleigh, NC

9h•Hybrid

About The Position

This is a build, grow, and lead role for individuals who want to own their results and future. The Pelora Group is looking for individuals who want to control their income, schedule, and future, thrive in fast-paced, high-accountability environments, and get energy from winning, leading, and influencing others. This role is not a maintenance role but an opportunity to build and grow your own client practice with significant growth potential, develop strategic relationships, drive new business, and deliver financial planning and advice with a business-owner mindset. You will create your own path toward lead advisor, team leader, or enterprise builder, leveraging a proven system while operating with a high degree of independence. The firm offers an open architecture investment platform, marketing and business development resources, and practice management and growth coaching. This role is ideal for individuals who take charge, influence and persuade others, compete to win, seek continuous growth, move fast, make decisions, and want recognition for performance.

Requirements

Strong track record in sales, business development, or client-facing roles
A desire to build something of your own
Confidence, resilience, and a bias toward action
Ability to develop trust and quickly build relationships
Comfort with a performance-driven environment

Nice To Haves

Financial services experience is a plus, but not required for the right competitor.

Responsibilities

Build and grow your own client practice with significant growth potential
Develop strategic relationships and drive new business
Deliver financial planning and advice with a business-owner mindset
Create your own path toward lead advisor, team leader, or enterprise builder
Leverage a proven system, but run your practice with a high degree of independence