Financial Advisor

The Pelora Group; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

The Pelora Group in Charlotte, NC is seeking a Financial Advisor to help clients build comprehensive plans and navigate investments with trusted guidance. You’ll collaborate with clients to develop tailored strategies and support long-term financial outcomes.

Ideal candidates hold FINRA Series 7/66 and Life & Health licenses (preferred) or are actively pursuing licensing, and value independence paired with solid partnerships, growth, and community impact.

Qualifications

• FINRA securities licenses (7/66) preferred, or actively pursuing.
• Life & Health license preferred; ongoing professional development encouraged.

Education

FINRA Series 7/66

Life & Health Licensed

Job description

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?

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: [phone].

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

CRN202905-11133087