Financial Advisor

The Pelora Group
  • Charlotte, NC
    2 days ago

    Job Description

    About You:

    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


    For Recruiting Purposes Only.

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: 704-557-9600.

    Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.


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    CRN202905-11133087

    #LI-PEL1

    #LI-WH1

    Numbers & Facts

    LocationCharlotte, NC

    Skills

    • Address Managementunmatched
    • Business Developmentunmatched
    • Coachingunmatched
    • Customer Experienceunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Investment Servicesunmatched
    • Marketingunmatched
    • Operations Planningunmatched
    • People Managementunmatched
    • Process Developmentunmatched
    • Productivity Managementunmatched
    • Resolve Customer Issuesunmatched
    • Sales Supportunmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • Series 7unmatched
    • Stewardshipunmatched
    • Tax Accountingunmatched
    • Tax Regulationsunmatched
    • Technical Operationsunmatched

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