Investment Advisor Representative

The Pelora Group; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

The Pelora Group is seeking an Investment Advisor Representative to help you determine your purpose, execute your vision, and build your business with guidance from a supportive professional community.

Ideal candidates value client experience, relationship building, and ongoing professional development, and are excited to meet new people and expand their network within a local community.

Qualifications

• FINRA licensed series 7/66 preferred
• Life & Health Licensed

Responsibilities

• Help determine your purpose, execute your vision, and build your business with guidance from The Pelora Group.
• Be part of a community of professionals who support your growth and success.
• Grow your client network by meeting new people and building lasting relationships.

Skills

Relationship building

Client experience

Self-motivated

Networking

Job description

About You:

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 that help 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’re working in financial services and want to take your practice to the next level
• You place a high value on relationships and your client’s experience
• Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship
• You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve.
• You thrive on expanding personal knowledge and skills through ongoing professional development
• You have a strong desire to make a positive impact on your community both professionally and personally
• You love meeting new people and building a network
• You are self-motivated and will work determinedly to achieve your vision of success

The Pelora Group will be a great partner for you if:

• You desire to join a community of professionals who are as passionate about your success as you are
• You value collaboration and localized expert resources
• You appreciate the idea of being independent but not alone while building and scaling your business.
• You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals.
• You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.

Requirements:

• FINRA licensed series 7/66 preferred
• Life & Health Licensed