- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Serve as a collaborative team player willing to further development through continued training opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
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Certified Financial Planner
2 weeks ago
The Pelora Group Raleigh, United States· Are you a Certified Financial Planner looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more Our team is dedicated to helping clients achieve their fin ...
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Certified Financial Planner
2 weeks ago
The Pelora Group Raleigh, United StatesAre you a Certified Financial Planner looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more Our team is dedicated to helping clients achieve their financ ...
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Project Manager
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EPC Services Company Raleigh, United StatesEPC Services Company, a leading power/utility engineering consultant and construction firm, has immediate openings for full-time Project Managers throughout the country. · This position is a professional project management position for individuals with strong skills related to t ...
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Alight Raleigh, United StatesOur storyAt Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."Our Values:Champion People · – be empathetic and help create a place wher ...
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Ports and Marine Engineer
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WSP Raleigh, United States Regular, FullThis Opportunity · WSP is initiating a search for a Ports and Marine Engineer with the potential to work out of any of our Maritime offices, including Newark, NJ; New York, NY; Valhalla, NY; Philadelphia, PA; Miami, FL; Tampa, FL; Boston, MA; Raleigh, NC; Charleston, SC or New Or ...
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Personal Financial Counselor
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Neel-Schaffer, Inc Raleigh, United States**Senior Transportation Planner/Project Manager** · > Senior Transportation Planner/Project Manager · Neel-Schaffer, an *ENR* Top 250 engineering design, planning, and construction management firm, has an opportunity for an experienced **Senior Transportation Planner / Project Ma ...
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Edelman Financial Engines Raleigh, United States· Client Service Associate · At Edelman Financial Engines, we believe everyone deserves to move their financial life forward · We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and ge ...
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Cameron Advisors Raleigh, United StatesJob Description · Job DescriptionAppointment Setter/Marketing Assistant · This position requires a good work ethic and high integrity above all. You must have excellent communication, sales and marketing skills including a proficiency in social media marketing, and networking. A ...
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Wealth Management Associate
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New York Life Raleigh, United StatesJob Description · Job DescriptionAre you a leader who has the following traits? Competitive · Entrepreneurial · Coachable · Communicative · Self-disciplined · Authentic · If the answer is yes, consider becoming a professional retirement planner to drive positive impact in t ...
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Traffic Engineer
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WSP Raleigh, United StatesThis Opportunity · WSP is currently initiating a search for a Traffic Engineer for our Raleigh office. The following locations will also be considered: Charlotte, NC . Be involved in projects with our Transportation Team and be a part of a growing organization that meets our cli ...
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Tax Senior
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Health Science Meeting Planner
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Transportation Planning Senior Advisor
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Marketing Specialist
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Ally Raleigh, United States**General information** · **Ref #** 17503 · **Remote?** No · **Ally and Your Career** · Ally Financial only succeeds when its people do - and thats more than some clich people put on job postings. We live this stuff We see our people as, well, people - with interests, familie ...
Financial Planner - Raleigh, United States - The Pelora Group
Description
Job Description
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply todayCompensation:$56,000 - $102,000 at plan earnings
Responsibilities:The Pelora Group is a community of professionals who help advisors navigate successful futures for themselves, their families, and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools, and resources.
