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    Financial Consultant - Wilmington, United States - The Pelora Group

    The Pelora Group
    The Pelora Group Wilmington, United States

    2 weeks ago

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    Description

    Job Description

    Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayCompensation:

    $56,000 - $102,000 at plan earnings in your first year

    Responsibilities:
    • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
    • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
    • 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
    • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

    You will be a great partner for MassMutual North Carolina if:

    • You're entrepreneurially driven
    • You place a high value on relationships and your client's experience
    • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
    • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve
    • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work
    • You have a strong desire to make a positive impact on your community both professionally and personally
    • You love meeting new people and building a network
    • You are self-motivated and will work determinedly to achieve your vision of success
    Qualifications:
    • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
    • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
    • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
    • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
    • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

    MassMutual North Carolina will be a great partner for you if:

    • You desire to join a community of professionals who are as passionate about your success as you are
    • You value collaboration and localized expert resource
    • You appreciate the idea of being independent but not alone while building and scaling your business
    • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals
    • You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences
    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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