Financial Services Professional

Company: The Pelora Group
Location: Cary
Posted on: May 17, 2024

Job Description:

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities:

--- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
--- Serve as a collaborative team player willing to further development through continued training opportunities
--- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs


Qualifications:

--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
--- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
--- Valid FINRA Series 7 & 63/66 preferred but not required
--- Valid Life and Health Insurance Licenses

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, Durham , Financial Services Professional, Accounting, Auditing , Cary, North Carolina