Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation:

$77,000 - $107,500 yearly

Responsibilities:

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs

• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• A Bachelor’s degree in business administration, finance, or a related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

• A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person’s journey is unique, so if you’d like to start a conversation with one of our guides, apply now.

CRN202603-4064852

About Company

Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone?

As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business.