Investment Advisor Representative
The Pelora Group · Charlotte, NC · 3 wk ago
HybridFinanceFull-time
About the role
You will be part of a community of professionals that help you determine your purpose, execute your vision, and build your business.
Responsibilities
- Help clients build and grow their wealth
- Build and manage a client portfolio aligned with their financial goals
- Provide investment advice and guidance
- Manage client relationships and communications
- Stay up-to-date with industry trends and regulations
- Participate in continuing education and professional development
Requirements
- FINRA licensed series 7/66 preferred
- Life & Health Licensed
Qualifications
- Strong interpersonal and communication skills
- Ability to build and maintain strong client relationships
- Self-motivated and proactive approach to work
- Passion for helping others achieve their financial goals
Skills
- Financial planning and analysis
- Client relationship management
- Investment research and analysis
- Regulatory compliance
Benefits
- Competitive compensation package
- Professional development opportunities
- Flexible work schedule
- Company-sponsored training and resources
Pay
Compensation is competitive and based on experience and qualifications.
Schedule
Hybrid work schedule available.