Entry-Level Financial Advisor
Company: The Pelora Group
Location: Raleigh
Posted on: April 22, 2024
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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 , Raleigh, North Carolina
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