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Reposted 5 Days AgoSaved
In-Office
Charlotte, NC, USA
Junior
Junior
Financial Services
As a Financial Advisor with The Pelora Group, you will leverage financial services experience to help clients build their legacy, while enjoying the independence of managing your own practice with support from a professional community.
Reposted 5 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Financial Services
As an Investment Advisor Representative, you'll help clients build financial legacies, enhance their experience, and grow their businesses with support from The Pelora Group.
Top Skills: Finra Series 66Finra Series 7Life & Health Licensing
6 Days AgoSaved
In-Office
Charlotte, NC, USA
Mid level
Mid level
Financial Services
The Wealth Management Associate supports advisors with planning strategies and internal wholesaling, focusing on client segmentation and developing advisory practices. This role involves collaboration with different teams to promote wealth management objectives without direct client interaction.
Top Skills: Mml Investors Services (Mmlis)
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