Teams at The Pelora Group

Build and manage an independent investment advisory practice with support from The Pelora Group. Develop client and professional relationships, understand clients’ financial goals, expand business networks, pursue ongoing professional development, and provide personalized service aligned with the firm’s values. Candidates should hold Life and Health licensing; FINRA Series 7 and 66 licenses are preferred.

Build and grow an independent financial advisory practice with support from The Pelora Group. Responsibilities include developing client relationships, understanding individual financial goals, expanding professional networks, pursuing ongoing development, and leveraging resources across investments, planning, operations, technology, compliance, tax strategy, marketing, and practice management.