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  1. Home
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  3. accounting & finance
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  5. Financial Advisor
The Pelora Group logo

Financial Advisor

Not Disclosed•ContractorRemote

location_on1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States

Apply Now

About the Role

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 will be part of a community of professionals dedicated to helping you determine your purpose, execute your vision, and build your business.

This role is designed for those who place high value on trusted relationships and delivering an exceptional client experience. You will enjoy thoughtfully building a professional network while appreciating that each client and family defines success differently. The position requires a dedication to expanding personal knowledge and professional skills through ongoing development, alongside a strong desire to create a positive professional and personal impact within the community.

Why The Pelora Group?

The Pelora Group serves as a partner invested in your success, offering a unique blend of independence paired with meaningful support. We value collaboration with a partner that can help navigate change, improve productivity, and provide guidance toward achieving defined goals. Our culture fosters lifelong professional relationships with peers and staff through company trips, events, team-building activities, and shared experiences.

You will have access to comprehensive sales support, including business development coaching, marketing resources, and established processes designed to support sustainable growth. Furthermore, you will 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.

Core Values

We seek individuals who demonstrate alignment with our firm's core values: Balance, Growth, Authenticity, Conviction, and Stewardship. Success in this role requires self-motivation, discipline, and determination in pursuing a long-term vision.

Legal & Compliance

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC (Member SIPC). Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209.

Work location

Work model: Remote

location_on

1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States

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Frequently asked questions about Financial Advisor at The Pelora Group

What are the requirements for this Financial Advisor role?expand_more
To qualify for the Financial Advisor at The Pelora Group position, applicants should have: FINRA licensed series 7/66 preferred; Life & Health Licensed preferred; and Securities Industry Exam preferred.
Where is the Financial Advisor role at The Pelora Group located?expand_more
Financial Advisor at The Pelora Group is based in 1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States. This is a remote role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
The Pelora Group has listed this Financial Advisor role as remote.
How much experience is required for this Financial Advisor role?expand_more
Candidates for Financial Advisor at The Pelora Group should have mid level.
What skills do you need for the Financial Advisor role at The Pelora Group?expand_more
Key skills for Financial Advisor at The Pelora Group include Finra Licensed Series 7; Finra Licensed Series 66; Life & Health Licensed; and Securities Industry Exam.
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Charlotte, North Carolina

Requirements

  • verifiedFINRA licensed series 7/66 preferred
  • verifiedLife & Health Licensed preferred
  • verifiedSecurities Industry Exam preferred

Nice to Have

FINRA licensed series 7/66, Life & Health Licensed, Securities Industry Exam

Benefits & Perks

check_circleAccess to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice managementcheck_circleComprehensive sales support including business development coaching, marketing resources, and established processes for sustainable growthcheck_circleCompany trips, events, team-building activities, and shared experiences to develop professional relationships
The Pelora Group logo
Company

The Pelora Group

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

Mid Level

Job Type

Contractor

Skills Required

Finra Licensed Series 7Finra Licensed Series 66Life & Health LicensedSecurities Industry Exam
arrow_forward
What category does the Financial Advisor role belong to?expand_more
Financial Advisor at The Pelora Group is part of the accounting & finance job category on Recrutus.
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