Financial Advisor - Greensboro, United States - The Pelora Group

The Pelora Group Greensboro, United States

3 weeks ago

Description

Job 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.

Compensation:

$70,000 - $102,000 at plan earnings in your first year

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

About Company

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.

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