Financial Advisor
The Pelora Group
Financial Advisor OpportunityAre you seeking an opportunity to impact your community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone?As a Financial Advisor supported by The Pelora Group, you'll be part of a community of professionals that 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:Are actively working within the financial services industry or eager to take your practice to the next levelPlace high value on trusted relationships, deliver an exceptional client experience, and enjoy thoughtfully building a professional networkDemonstrate alignment with the firm's core values of Balance, Growth, Authenticity, Conviction, and StewardshipAppreciate that each client and family defines success differently and are committed to understanding those individual goalsAre dedicated to expanding personal knowledge and professional skills through ongoing developmentHave a strong desire to create a positive professional and personal impact within the communityExhibit self-motivation, discipline, and determination in pursuing a long-term vision of successThe Pelora Group will be a great partner if you:Seek to join a community that is invested in advisor successValue collaboration with a partner that can help navigate change, improve productivity, and provide guidance toward achieving defined goalsAppreciate the concept of independence paired with meaningful support while building a businessEnjoy developing lifelong professional relationships with peers and staff through company trips, events, team-building activities, and shared experiencesValue comprehensive sales support, including business development coaching, marketing resources, and established processes designed to support sustainable growthDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challengesRequirements:FINRA licensed series 7/66 preferredLife & Health Licensed preferredSecurities Industry Exam preferredFor Recruiting Purposes Only.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209.
$50k - $60k
...broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the... ...enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: Posting Description...SuggestedWork at office- ...Join Vanguard as a Certified Financial Advisor in Charlotte, NCAre you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive...SuggestedWork at officeRemote workRelocationMonday to Friday
$60k - $150k
...experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...SuggestedFull timeContract workFor contractorsWork at office- ...to support retirement plan consulting, client service, investment reporting, and plan administration. Working closely with Senior Advisors, you will assist with client relationships, plan operations, and transition projects while building industry knowledge. You will gain...Suggested
- ...Financial AdvisorThe Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making...Contract workWork at office
- ...Carolina Financial Group - Prudential Advisors is seeking Experienced Advisors to join our team in Charlotte. If you’ve built a successful practice, we’ll help you grow your business and be a resource to you and your clients. Prudential will provide you with tools, products...
- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...
- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful... ...of a position but to serve as a general overview.A Financial Advisor should demonstrate commitment to delivering distinctive service...Work at office
- ...The Financial Advisor role at United Bank partners with the retail branch network in a defined Charlotte, NC territory to deliver comprehensive investment and insurance solutions to customers. The position emphasizes building a referral pipeline, meeting clients in branches...
- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847... ...Role Description This is a full-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor will be responsible for...Full timeRemote workWork from homeFlexible hours
- ...A Fortune 500 financial services company in Charlotte is seeking a Financial Representative to work with clients on their financial goals. Ideal candidates will be customer-focused, effective communicators, and have a desire to make an impact. This role welcomes diverse...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...make an impact. Join us!Job DescriptionAs a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better....Shift workDay shift
- ...Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making...Contract workWork at office
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...Local area
- If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency...
- Title: Financial Advisor/Client Relationship Advisor - Licensed Series 65 Functions: Client Servicing, Advisor & Team Support Type: Full Time Salary: Salary + Variable Compensation Package Position Highlights Belmont Capital Advisors is currently seeking a Client Relationship...Full timeWork at office
- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Entry Level – Financial AdvisorPrimary Location: United States-NC-CharlotteOrganizationEquitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...Work at officeLocal areaFlexible hours
- ...investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client...Full timeApprenticeshipInternshipWorldwide
- ...Job Description Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with...Permanent employment
- ...Job Description Job Description Description: At CG Financial Services, we help successful individuals and families build, protect,... ...We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships...Work at office
- Entry Level - Financial Advisor - NC, Charlotte (3488) 5 days ago Be among the first 25 applicants Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to...Part timeWork experience placementWork at officeLocal areaFlexible hours
- SECU is seeking a Financial Advisor focused on investment, trust and estate planning to deliver exemplary member service and proactive advisory solutions. You will guide members through life insurance, investments, estate planning and retirement planning using branch, phone...
- Northwestern Mutual offers a College Financial Representative internship that guides students to build an integrated financial planning practice while balancing classes. You will learn prospecting, networking, and meeting clients to discuss financial goals, with access...Full timeInternshipFlexible hours
- State Employees' Credit Union in North Carolina invites a Financial Advisor focused on investments, trust and estate planning to join our team. The role delivers advisory solutions across life insurance, investments, trust services, and retirement planning through branch...
- A leading financial services organization seeks a Remote Virtual Financial Advisor in Charlotte, North Carolina. The role focuses on engaging clients through virtual meetings, providing advice on financial planning, and utilizing tools like Salesforce and Microsoft Teams...Remote job
$28k - $125k
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter... ...- $125,000.00/yr Regional Vice President | Leading a team of Financial Advisors | Helping Clients Create Financial Confidence & Clarity...Full timeTemporary workLocal areaRemote work
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