Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Entry Level Financial Advisor

The Pelora Group

Entry Level Financial Advisor

Raleigh, NC
Full Time
Paid
  • Responsibilities

    Are you ready to kickstart your career in finance with a dynamic team that values growth and success? The Pelora Group in Raleigh, NC is seeking an Entry Level Financial Advisor to join our team. With a competitive compensation structure of $70,000 - $102,000, you'll have the opportunity to excel in a supportive environment dedicated to professional development. As a part of our team, you'll have the chance to work closely with clients, providing top-notch financial advice and solutions. Your role will involve analyzing financial data, developing strategies, and helping clients achieve their financial goals. Join us at The Pelora Group and embark on a rewarding career path in the finance industry. We cannot now or in the future provide sponsorship for this role. Responsibilities: • Work to build your book of business • Analyze clients' financial situations and provide suitable recommendations for their investment goals. • Conduct research on financial products and market trends to stay updated and knowledgeable. • Develop personalized financial plans for clients based on their risk tolerance and financial objectives. • Assist clients in executing trades and managing their investment portfolios efficiently. • Educate clients on various investment options and strategies to help them make informed decisions. Qualifications: • FINRA Licenses a plus but not required • Life/Health Insurance Licenses • Bachelor's degree in Finance or related field • Strong analytical and problem-solving skills • People person with strong sales skills Compensation: $70,000 - $102,000 at plan earnings in your first year

    • Work to build your book of business • Analyze clients' financial situations and provide suitable recommendations for their investment goals. • Conduct research on financial products and market trends to stay updated and knowledgeable. • Develop personalized financial plans for clients based on their risk tolerance and financial objectives. • Assist clients in executing trades and managing their investment portfolios efficiently. • Educate clients on various investment options and strategies to help them make informed decisions.

  • Compensation
    $70,000-$102,000 per year