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Licensed Financial Advisor

The Pelora Group

Licensed Financial Advisor

Greenville, SC
Full Time
Paid
  • Responsibilities

    Are you seeking an opportunity to make a difference in your local community, contribute to a lasting legacy for yourself and your clients, and attain the freedom and flexibility you desire while being part of a supportive network? As a Licensed Financial Advisor backed by The Pelora Group, you will join a community of professionals dedicated to helping you define your purpose, realize your vision, and grow your practice. If you resonate with the following, you’ll be a valued member of The Pelora Group: • Driven by entrepreneurial spirit Prioritize fostering strong relationships and enhancing client experiences • Share our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship • Value understanding each client and family's unique circumstances, tailoring success to their needs • Thrive on continuous personal and professional development, learning from peers in the field • Have a deep commitment to positively impacting your community, both personally and professionally • Enjoy expanding your network and engaging with new individuals • Self-motivated and dedicated to realizing your vision of success The Pelora Group is an ideal partner if you: • Seek to be part of a community that is invested in your success • Value collaboration and access to expert localized resources • Desire independence with the support of a team while growing and expanding your business • Appreciate guidance in navigating change, increasing efficiency, and working towards your objectives • Look forward to forging lasting relationships with fellow financial professionals and staff through company activities, team-building events, and shared experiences Responsibilities: • Provide tailored financial advice and strategies based on client risk tolerance and financial goals • Develop personalized financial plans to help clients achieve their objectives • Assist clients in making informed decisions about their finances • Offer guidance on investment opportunities and wealth management strategies Qualifications: • Genuine interest in exploring the impact achievable as a Financial Services Professional with The Pelora Group in Greenville, SC, US • Openness to initiating conversations with guides to understand individualized journeys • Enthusiasm for learning and professional growth within the financial services sector • Desire to contribute to the community and leave a lasting legacy through client relationships • Ability to determine personal purpose, execute visions, and cultivate a thriving business with support from The Pelora Group • FINRA Licenses 7/66 preferred Compensation: $56,000 - $102,000 at plan earnings in your first year

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    • Provide tailored financial advice and strategies based on client risk tolerance and financial goals •
    • Develop personalized financial plans to help clients achieve their objectives •
    • Assist clients in making informed decisions about their finances •
    • Offer guidance on investment opportunities and wealth management strategies