Investment Advisor Representative
Not Disclosed•OtherOn-site
location_on1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States
About the Role
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 an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll 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 thrive on expanding personal knowledge and skills through ongoing professional development. You will partner with a team that helps you navigate change, enhance productivity, and come alongside you to achieve your goals. The environment fosters lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences.
Our Values
We seek partners who place a high value on relationships and the client experience. Alignment with our firm's core values—Balance, Growth, Authenticity, Conviction, and Stewardship—is essential. We appreciate the differences in everyone's situation and value the desire to learn what success means to each client and family you serve.
Culture & Community
The Pelora Group offers a unique model where you can be independent but not alone. We are a community of professionals as passionate about your success as you are, providing localized expert resources to help you scale your business. If you are self-motivated and have a strong desire to make a positive impact on your community both professionally and personally, you will find a supportive home here.
Work location
Work model: On-site
1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States
Charlotte, North Carolina
Requirements
- verifiedFINRA licensed series 7/66 preferred
- verifiedLife & Health Licensed
Nice to Have
FINRA licensed series 7/66
Similar Job Opportunities
Frequently asked questions about Investment Advisor Representative at The Pelora Group
What are the requirements for this Investment Advisor Representative role?expand_more
To qualify for the Investment Advisor Representative at The Pelora Group position, applicants should have: FINRA licensed series 7/66 preferred; and Life & Health Licensed.
Where is the Investment Advisor Representative role at The Pelora Group located?expand_more
Investment Advisor Representative at The Pelora Group is based in 1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States. This is a on-site role.
Is this Investment Advisor Representative job remote, hybrid, or on-site?expand_more
The Pelora Group has listed this Investment Advisor Representative role as on-site.
How much experience is required for this Investment Advisor Representative role?expand_more
Candidates for Investment Advisor Representative at The Pelora Group should have mid level.
What skills do you need for the Investment Advisor Representative role at The Pelora Group?expand_more
Key skills for Investment Advisor Representative at The Pelora Group include Series 7; Series 66; and Life & Health Licensed.
What category does the Investment Advisor Representative role belong to?expand_more
Investment Advisor Representative at The Pelora Group is part of the accounting & finance job category on Recrutus.
About The Pelora Group
The Pelora Group operates within the financial services industry, headquartered in Charlotte, North Carolina. This organization functions as a collective of professionals dedicated to assisting financial advisors in securing prosperous futures for their families and clients. The entity serves as a comprehensive business partner for advisors, providing essential support to ensure their continued impact and relevance in the market.
The group supplies a wide array of resources designed to empower its partners. These offerings include specialized services, advanced technology tools, and various resources necessary for professional growth. By integrating these elements, The Pelora Group aims to facilitate a successful operational environment for financial advisors. The company focuses on delivering the necessary components for advisors to thrive without requiring them to source these tools independently.
This approach positions the firm as a central hub for professionals seeking to enhance their practice. The organization maintains a community-focused structure that emphasizes partnership and resource accessibility. Through this model, The Pelora Group supports the financial service sector by equipping advisors with the means to navigate complex market conditions effectively.
Browse more roles: All The Pelora Group jobs, accounting & finance jobs on Recrutus.