Investment Advisor Representative
The Pelora Group
About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you’ll be part of a community of professionals that help 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’re working in financial services and want to take your practice to the next level You place a high value on relationships and your client’s experience Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong desire to make a positive impact on your community both professionally and personally You love meeting new people and building a network You are self‑motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are You value collaboration and localized expert resources You appreciate the idea of being independent but not alone while building and scaling your business. You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed #J-18808-Ljbffr The Pelora Group
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Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining...Temporary workWork experience placement- Company Mission Our mission is to give the world access to the best products by empowering great businesses to reach their growth potential. About Wayflyer Today's SMB's need a capital provider that keeps pace with their growth ambitions. Traditional financing options ...Work at officeRemote workWorldwideFlexible hours3 days per week
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...Linedata is seeking a Senior Credit Research Associate to join our Global Services team, supporting the investment research and portfolio management activities of a leading global asset management organization. In this role, you will perform credit research, financial...Local area- Credit & Collections Analyst | Hybrid – Charlotte, NC We’re hiring a Credit & Collections Analyst to support a high-volume portfolio in a hybrid role based in Charlotte, NC (in-office Tues–Thurs, remote Mon & Fri; training may be onsite full-time). What You’ll Do Manage...Full timeContract workWork at officeRemote work
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A leading mortgage lending company in Charlotte seeks an experienced mortgage lender to advise real estate investors and originate high-impact loan products. The successful candidate will own the deal lifecycle and manage a robust pipeline using Salesforce, driving growth...Full time- Senior Credit Analyst Renovo Financial is a rapidly-growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service...Work at office
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- Credit Analyst Charlotte, NC Commercial Credit Group Inc (CCG) is an independent national commercial equipment finance and leasing company focused on purchase money and refinance transactions in the construction, fleet transportation, waste/environmental and machine...Work at office
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Job Overview As a Community Manager, you will provide strong leadership and operational direction on behalf of the Board of Directors and FirstService Residential, overseeing the day-to-day operations and overall success of the community. The ideal candidate will have ...Full timeTemporary workWork at officeLocal areaAfternoon shift- U.S. Bank in Charlotte, NC, is looking for a Portfolio Manager to manage a portfolio of Corporate Banking credit relationships. The role involves underwriting credit, closing new business relationships, and managing credit risk. The ideal candidate will have a Bachelor'...
$148.5k - $174.7k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Contract workTemporary workLocal area$95k - $100k
...job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Demonstrates awareness of variables which could affect contract stability...Full timeContract workPart timeSeasonal workWork at officeFlexible hours$65k - $75k
...or AMS designations or equivalent. Physical Requirements / Working Environment The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations...Full timeTemporary workWork at officeLocal areaAfternoon shift$93.1k - $160.56k
...optimize portfolio architecture, including SKU rationalization, cost improvement, and simplification. Support strategic decisions on investments, product enhancements, and portfolio expansion or divestment opportunities. Lifecycle Management Manage the...Temporary workWork at officeLocal areaRemote workWorldwideRelocationMonday to Thursday$82.1k - $172.5k
Fifth Third Bank, N.A. is hiring a Portfolio Manager II in Charlotte, NC to manage a portfolio of commercial loans and oversee financial transactions. The role demands strong analytical and communication skills, requiring collaboration with various risk partners. The ideal...$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work$72k - $90k
Piper Sandler & Co in Charlotte, NC is seeking an Executive Assistant to support their Investment Banking team. This role requires top-notch organizational skills and the ability to handle complex scheduling, travel arrangements, and manage confidential materials. The...Flexible hours
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