Financial Advisor - Greensboro, United States - The Pelora Group

    The Pelora Group
    The Pelora Group Greensboro, United States

    1 month ago

    Show more Collapse job
    Default job background
    Description


    Are you a financial expert looking to make a significant impact on clients' lives? Join The Pelora Group in Greensboro, NC.

    Our team is dedicated to providing top-notch financial advice and helping clients achieve their financial goals.

    With at-plan earnings ranging from $70,000 to $102,000 in your first year, this is more than just a job-it's a rewarding career opportunity.

    At The Pelora Group, we value integrity, professionalism, and a client-first approach. As a Financial Advisor, you'll work closely with clients, offering tailored financial solutions and building long-lasting relationships. Take the next step in your career with us and make a difference in the financial well-being of others.


    Responsibilities


    • Analyze clients' financial situations and provide appropriate financial advice and recommendations.
    • Develop personalized financial plans to help clients achieve their financial goals.
    • Stay up-to-date on financial industry trends and changes in regulations to ensure compliance and best practices.
    • Build and maintain strong relationships with clients to understand their needs and provide ongoing support.
    • Monitor and review clients' portfolios regularly to make necessary adjustments based on market conditions and changes in clients' circumstances.

    Qualifications


    • Life and Health Insurance License
    • FINRA Licenses (7/66) a plus but not necessary to start
    • Experience in financial planning and investment management
    • Strong interpersonal and communication skills
    • Proficiency in using financial software and tools

    We have other current jobs related to this field that you can find below

  • Truliant Federal Credit Union

    Financial Advisor

    2 weeks ago

    Truliant Federal Credit Union Greensboro, United States Permanent

    Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of imp ...

  • Davenport

    Associate Financial Advisor

    19 hours ago

    Davenport Greensboro, United States

    ASSOCIATE FINANCIAL ADVISOR · Location: Greensboro, NC · OVERVIEW · Davenport is seeking a hard-working and business minded professional to join its Greensboro Retail Sales team. This full-time, exempt position will join and help support a team of Financial Advisors while fost ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    3 weeks ago

    Stone Press Financial Group Greensboro, United States

    Job Description · Job Description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial ...

  • First Horizon Advisors, Inc.

    Financial Advisor

    4 weeks ago

    First Horizon Advisors, Inc. Greensboro, United States

    Location: On site at the location listed in job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognize ...

  • CAPTRUST

    Financial Advisor Relationship Manager

    1 week ago

    CAPTRUST Greensboro, United States

    Overview: · WHO are we looking for? · CAPTRUST is seeking a · Financial Advisor Relationship Manager · who will deliver high-level customer service to clients to the firm. · A competitive salary is offered for this role as well as expanding responsibilities with a rapidly gro ...

  • Claire Myers Consulting

    Investment Operations Specialist

    3 weeks ago

    Claire Myers Consulting Greensboro, United States

    Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...

  • Raymond James Financial Services

    Registered Client Service Associate

    2 days ago

    Raymond James Financial Services Greensboro, United States

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join ...

  • Raymond James

    Registered Client Service Associate

    1 week ago

    Raymond James Greensboro, United States

    Job Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to jo ...

  • First National Bank of Pennsylvania

    Wealth Advisor

    2 weeks ago

    First National Bank of Pennsylvania Greensboro, United States

    Primary Office Location: · 400 Bellemeade St.. Greensboro, North Carolina Join our team. Make a difference - for us and for your future. · nPosition Title: Wealth Advisor · Business Unit: WM - FNTC · Reports To: Managing Director of Trust and Investment Advisory Sales Group · ...

  • Summit Advisory Group

    Experienced Associate

    1 week ago

    Summit Advisory Group Greensboro, United States

    Summit Advisory Group - JD Financial Group & Associates Inc. is an open architect financial services firm that allows you to own your book of business and receive the support and benefits from an experienced, dedicated team of professionals. · Our Financial Associates are constan ...

  • Qorvo

    Mgr/Sr Mgr, Corporate Development and Strategy

    6 days ago

    Qorvo Greensboro, United States

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Mgr/Sr Mgr, Corporate Development and Strategy · Job Type: · Full-Time · Location: · NC - Greensboro (HQ), US · Requisition ID: · 7354 · Qorvo (Nasdaq: QRVO) supplies innovative sem ...

  • National Financial Partners

    Sales Client Executive

    2 days ago

    National Financial Partners Greensboro, United States

    Who We Are: · NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of c ...

  • NFP

    Sales Client Executive

    6 days ago

    NFP Greensboro, United States

    Who We Are: · NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of c ...

  • The Auto Club Group

    Leadership Development

    3 weeks ago

    The Auto Club Group Greensboro, United States

    It's a great time to join AAA The Auto Club Group · JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD · Job Type: · Full time Exempt/Non Exempt: · Salary Job Description: · Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care: · At AAA Car Care, we ...

  • Siemens

    Factory Controller

    1 week ago

    Siemens Greensboro, United States

    A Snapshot of Your Day · You will join a finance team at its very inception and be a part of the largest Siemens Energy infrastructure investment in the United States. Working in a dynamic and diverse team with many opportunities to lead. You will join as a core member of the t ...

  • Cone Health

    ED Patient Care Support Coordinator

    6 days ago

    Cone Health Greensboro, United States

    Overview · Responsible for maintaining an adequate inventory of supplies and equipment. Ensures a smooth distribution process of supplies and equipment to support the delivery of effective patient care. Provides basic patient care according to the skills and competency guidelines ...

  • North Carolina A&T State University

    Director of Gift Planning

    2 weeks ago

    North Carolina A&T State University Greensboro, United States

    Posting Details · Classification Information · Classification Type · EHRA · Position Overview · Primary Purpose of Position · The Director of Gift Planning plays a pivotal role in the university's advancement efforts by creating and overseeing the strategic development, marke ...

  • Truist Financial

    McGriff Senior Consulting Actuary

    1 week ago

    Truist Financial Greensboro, United States

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. · Need Help? · If you have a disability and need assistance with the application, you can requ ...

  • Cone Health

    ED Patient Care Support Coordinator

    1 week ago

    Cone Health Greensboro, United States

    · ED Patient Care Support Coordinator · ID · Location · Drawbridge Campus · Work Location · US-NC-Greensboro · Division : Name · Ambulatory · Department : Name · AMBSVC-Emerg Dept Drawbridge · Category · PATIENT CARE · Position Sub-Category · TECHNICIAN · Position Type · Full Ti ...

  • Raymond James

    Registered Client Service Associate

    3 weeks ago

    Raymond James Greensboro, United States

    Job Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to j ...