Financial Advisor
MassMutual Carolinas · Charlotte, NC · 1 mo ago
HybridFull-time
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.
About The Pelora Group
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
Qualifications
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
Requirements
- FINRA licensed series 7/66 preferred
- Life & Health Licensed preferred
- Securities Industry Exam preferred