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The Pelora Group

Financial Advisor

Reposted 10 Hours Ago
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Hybrid
Charlotte, NC, USA
Mid level
Hybrid
Charlotte, NC, USA
Mid level
Provide comprehensive financial planning and investment advice, build and maintain client relationships, grow a personal practice with support from Pelora Group, leverage firm resources (marketing, coaching, subject-matter experts), and deliver tailored client experiences while maintaining required securities and insurance licensing.
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About You:

Are you seeking an opportunity to impact your community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone?

As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.

You will be a great partner for The Pelora Group if you:

· Are actively working within the financial services industry or eager to take your practice to the next level

· Place high value on trusted relationships, deliver an exceptional client experience, and enjoy thoughtfully building a professional network

· Demonstrate alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship

· Appreciate that each client and family defines success differently and are committed to understanding those individual goals

· Are dedicated to expanding personal knowledge and professional skills through ongoing development

· Have a strong desire to create a positive professional and personal impact within the community

· Exhibit self-motivation, discipline, and determination in pursuing a long-term vision of success

The Pelora Group will be a great partner if you:

· Seek to join a community that is invested in advisor success

· Value collaboration with a partner that can help navigate change, improve productivity, and provide guidance toward achieving defined goals

· Appreciate the concept of independence paired with meaningful support while building a business

· Enjoy developing lifelong professional relationships with peers and staff through company trips, events, team-building activities, and shared experiences

· Value comprehensive sales support, including business development coaching, marketing resources, and established processes designed to support sustainable growth

· Desire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges

Requirements:

· FINRA licensed series 7/66 preferred

· Life & Health Licensed preferred

· Securities Industry Exam preferred

For Recruiting Purposes Only.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: 704-557-9600.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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The Pelora Group Charlotte, North Carolina, USA Office

4350 Congress St, Charlotte, NC , United States, 28209

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