Entry-Level Financial Advisor

Company: The Pelora Group
Location: Cary
Posted on: April 19, 2024

Job Description:

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities:

--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
--- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
--- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
--- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives


Qualifications:

--- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
--- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
--- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
--- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required


About Company:
The Pelora Group is a community of professionals who help advisors navigate successful futures for themselves, their families, and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools, and resources.

Keywords: The Pelora Group, Raleigh , Entry-Level Financial Advisor, Accounting, Auditing , Cary, North Carolina