Independent Financial Advisor - Build Your Practice

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

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.