Financial Advisor Job at The Pelora Group, Winston Salem, NC

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  • The Pelora Group
  • Winston Salem, NC

Job Description

Description

Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone?

As a Financial Professional supported by The Pelora Group, you'll be part of a community of professionals that help 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're entrepreneurially driven
  • You place a high value on relationships and your client's experience
  • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
  • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve.
  • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work.
  • You have a strong desire to make a positive impact on your community both professionally and personally.
  • You love meeting new people and building a network
  • You are self-motivated and will work determinedly to achieve your vision of success
  • The Pelora Group will be a great partner for you if:You desire to join a community of professionals who are as passionate about your success as you are.
  • You value collaboration and localized expert resources
  • You appreciate the idea of being independent but not alone while building and scaling your business.
  • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals.
  • You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.

Requirements:
  • A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person's journey is unique, so if you'd like to start a conversation with one of our guides, apply now.

CRN202603-4064852

Responsibilities

•Develop personalized financial plans for clients based on their financial goals and risk tolerance.
•Conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives.
•Provide expert advice on investment opportunities, retirement planning, and insurance products.
•Stay up-to-date on market trends and financial regulations to provide clients with the most current and accurate information.
•Build and maintain strong relationships with clients to understand their evolving financial needs and goals.

Qualifications

•Financial Advisor Licenses (FINRA Series 7/66)
•Life and Health Insurance License
•Financial Services Experience 1-3 years a plus
•Strong knowledge of investment products and financial planning
•Excellent communication and interpersonal skills

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