Financial Professional

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 a Financial Professional 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 entrepreneurially driven • 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 and learning from other financial professionals through joint work. • 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: • A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person's journey is unique, so if you'd like to start a conversation with one of our guides, CRNResponsibilities: • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Superior customer service skills, math skills, relationship skills, and communication skills are preferred Compensation: $77,000 - $107,500 yearly • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Created: 2024-11-05