Jobs · Finance · North Carolina

Financial Advisor

The Pelora Group · Charlotte, NC · 3 wk ago
HybridFinanceFull-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?

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:

  • Sought 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
  • Sector 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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