Financial Professional

The Pelora Group

Winston-Salem, NC

JOB DETAILS
SKILLS
Address Management, Business Development, Coaching, Customer Experience, Financial Planning, Financial Services, Investment Services, Marketing, Operations Planning, People Management, Process Development, Productivity Management, Resolve Customer Issues, Sales Support, Securities, Securities Investments, Series 7, Stewardship, Tax Accounting, Tax Regulations, Technical Operations
LOCATION
Winston-Salem, NC
POSTED
1 day ago

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

About the Company

T

The Pelora Group