Certified Financial Planner

The Pelora Group

Certified Financial Planner

Greenville, SC +1 location
Full Time
Paid
  • Responsibilities

    Are you a Certified Financial Planner looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic investment advice. At The Pelora Group, you'll thrive in a dynamic and supportive environment, working with a team of passionate professionals who are committed to excellence. As a Certified Financial Planner, you'll have the opportunity to make a real impact in people's lives by providing personalized financial solutions tailored to their unique needs. Join us and be part of a team that values integrity, innovation, and client success Responsibilities: • Develop personalized financial plans for clients based on their financial goals and risk tolerance. • Conduct comprehensive financial analyses to provide recommendations on investments, retirement planning, and estate planning. • Monitor and review clients' financial situations regularly to ensure their plans are on track and make adjustments as needed. • Stay updated on industry trends, investment products, and regulatory changes to provide clients with the most current and relevant advice. Qualifications: • CFP Status • Financial Advisor Licenses • Insurance Experience • Bachelor's degree in Finance or a related field • Strong analytical and problem-solving skills Compensation: $125,000 - $350,000 yearly

    • Develop personalized financial plans for clients based on their financial goals and risk tolerance. • Conduct comprehensive financial analyses to provide recommendations on investments, retirement planning, and estate planning. • Monitor and review clients' financial situations regularly to ensure their plans are on track and make adjustments as needed. • Stay updated on industry trends, investment products, and regulatory changes to provide clients with the most current and relevant advice. • Cultivate and maintain strong relationships with clients to understand their evolving financial needs and provide exceptional customer service.

  • Locations
    Raleigh, NC • Greenville, SC