Financial Advisor
The Pelora Group
About You:
Are 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 level
· Place high value on trusted relationships, deliver an exceptional client experience, and enjoy thoughtfully building a professional network
· Demonstrate alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship
· Appreciate that each client and family defines success differently and are committed to understanding those individual goals
· Are dedicated to expanding personal knowledge and professional skills through ongoing development
· Have a strong desire to create a positive professional and personal impact within the community
· Exhibit self-motivation, discipline, and determination in pursuing a long-term vision of success
The Pelora Group will be a great partner if you:
· Seek to join a community that is invested in advisor success
· Value collaboration with a partner that can help navigate change, improve productivity, and provide guidance toward achieving defined goals
· Appreciate the concept of independence paired with meaningful support while building a business
· Enjoy developing lifelong professional relationships with peers and staff through company trips, events, team-building activities, and shared experiences
· Value comprehensive sales support, including business development coaching, marketing resources, and established processes designed to support sustainable growth
· Desire 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 challenges
Requirements:
· FINRA licensed series 7/66 preferred
· Life & Health Licensed preferred
· Securities Industry Exam preferred
For 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; Phone: View phone number on us.fitly.work.
Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
---
CRN202905-11133087
#LI-PEL1
#LI-WH1
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...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...Suggested
- ...management, business controls, quality assurance, business operations, compliance, or process experience. • Successfully completed Financial Industry Regulatory Authority (Client) Series 7 examinations (or Client recognized equivalents) sufficient to qualify for...SuggestedOngoing contractImmediate startRemote work
- ...Job Description \n \n \n Join Vanguard as a Certified Financial Advisor in Charlotte, NC \n \n \n \n Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors...SuggestedWork at officeRemote workRelocationMonday to Friday
- ...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...SuggestedPermanent 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
- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
- ...dedicated Practice Director invested in your career success.As an FTEP Consultant, your work may include:Month-end close, reporting, and financial analysisProcess improvement and optimization initiativesSystems implementations or conversionsBudgeting, forecasting,...Permanent employmentFull timeLocal areaNight shiftWeekend work
- ...Job Description Job Description Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York, Chicago, Charlotte, or Houston offices. The ideal candidate will have 2-7 years of experience and must be...
$75k - $100k
...Heart to Heart is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team. Opportunity of a Lifetime This...Full timeContract workRemote workWork from home- ...to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. Coordinate with Subject... ...or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...Full timePart timeWork at officeShift 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
- ...A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals. The role focuses on developing client relationships, delivering financial recommendations, and exceeding performance targets. Candidates...Traineeship
- ...leading insurance company is seeking a Managing Director in Charlotte, NC. In this role, you will provide personalized insurance and financial solutions to clients while developing meaningful relationships. The company offers comprehensive training, mentorship, and support...
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mays Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours- ...and for your future. Position Information Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth... ...others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs...Work at officeLocal area
$108k
...will partner closely with business leaders and cross-functional teams to drive disciplined cost management, accurate forecasting, financial reporting, and actionable business insights.The Financial Analyst will play an important role in month-end close, budgeting and forecasting...Local areaRelocation- ...more, visit partech.com or connect with us on LinkedIn, X (formerly Twitter), Facebook, and Instagram. Position Description: The Financial Analyst, FP&A supports intelligent, financially sound decision-making by building the data foundation and reporting that...InternshipRemote workWorldwide
$120k - $200k
...Relocation Assistance: Available Job Description Growing national law firm, is seeking an experienced Transactional Lawyer for its Financial Services practice in our Charlotte office. Preferred candidates would have one to three years of commercial lending or other...Temporary workWork at officeRelocationRelocation packageFlexible hours- ...Title: Senior Financial Analyst - FP&A Company: Private Equity-Backed, Multi-Million-Dollar Organization Location: Charlotte, NC Our client, a growing private equity-backed company, is seeking a Senior Financial Analyst - FP&A to join its finance team. This...
$260k
...Qualifications: ~3+ years of experience in securitization and structured finance ~ Strong law firm experience handling complex financial transactions ~ J.D. from an accredited law school ~ Admission to the New York, North Carolina, or D.C. Bar (or eligibility...Work at office$63k - $73k
...in the public municipal utilities industry (water, wastewater, and stormwater) through various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects. Primary...Full timeWork at officeLocal areaRemote workWork visaFlexible hoursNight shift- ...you won't just crunch numbers—you will be a strategic co-pilot helping to steer our growth, optimize our performance, and shape the financial future of a trailblazing neobank. You’ll sit at the intersection of data and strategy, turning complex financial metrics into...
$64.2k - $116.4k
...provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working... ...investment decisions. Opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced,...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
$127.63k - $237.01k
...relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages...Remote work- ...Job Description Job Description Wealth Advisor General Job Description A Wealth Advisor plays a pivotal role in managing and... ...deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on investment...Work at office
- ...leadership, you'll help source and close financing for multifamily developments and acquisitions while supporting investor reporting, financial analysis, and strategic financing initiatives. If you enjoy building financial models, coordinating lenders, analyzing deals, and...Full timeContract workWork at office
$225k - $330k
Job Description Job Description Corporate Finance Associate Direct Counsel represents a prestigious AmLaw firm seeking a mid-level Corporate Finance Associate to join its Charlotte or Pittsburgh office. Locations: Charlotte, NC | Pittsburgh, PA Experience:...Work at office$310k
...opportunity to participate in cross-border and off-balance sheet structuring. Key Responsibilities Represent banks, funds, and financial institutions in structured finance transactions, with a focus on trade receivables securitizations. Handle transactions...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Charlotte, NC
- financial associate Charlotte, NC
- financial advisor training program Charlotte, NC
- senior financial advisor Charlotte, NC
- estate planning consultant Charlotte, NC
- private wealth advisor Charlotte, NC
- financial advisor Charlotte, NC
- financial planner Charlotte, NC
- associate leveraged finance Charlotte, NC
- financial counselor Charlotte, NC





