The Pelora Group Finance/FinTech

Financial Professional

Winston-Salem, NC In person Full-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? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business. 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: · Seek 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 · Securities 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. --- CRN202905-11133087 #LI-PEL1 #LI-WH1

Job description provided by The Pelora Group.
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