Financial Planner - Entrepreneurial Path
The Pelora Group
Build Your Practice. Lead Your Market.
Ready to own your results and your future?
At The Pelora Group, we're not hiring employees.
We're building entrepreneurs.
If you're the type who:
Wants to control your income, your schedule, and your future
Thrives in fast-paced, high-accountability environments
Gets energy from winning, leading, and influencing others
Believes your current platform is holding you back
...keep reading.
What You'll Do
This is not a maintenance role. This is a build, grow, and lead role.
You will:
Build and grow your own client practice with no ceiling
Develop strategic relationships and drive new business
Deliver financial planning and advice with a business-owner mindset
Create your own path toward lead advisor, team leader, or enterprise builder
Leverage a proven system, but run your practice your way
What Makes Us Different
True Entrepreneurship (Not Lip Service)
You own your outcomes. We give you the platform, but you control the trajectory.
Performance-Based Compensation
Your income reflects your impact. Period.
Top producers can build, scale, and ultimately monetize their client book.
Supported Independence
Operate with autonomy while backed by a firm that provides:
Open architecture investment platform
Marketing and business development resources
Practice management and growth coaching
A Growth System That Works
We don't leave success to chance.
You'll plug into a structured development path designed to help you produce early and scale quickly.
Who Thrives Here
This role is built for individuals who naturally:
Take charge instead of waiting for direction
Influence and persuade others with confidence
Compete to win, and hate plateauing
Move fast, make decisions, and figure it out along the way
Want recognition for performance, not tenure
If you need predictability, this role will feel uncomfortable.
If you want unlimited upside, it will feel like home.
What You Bring
Strong track record in sales, business development, or client-facing roles
A desire to build something of your own
Confidence, resilience, and a bias toward action
Ability to develop trust and quickly build relationships
Comfort with a performance-driven environment
(Financial services experience is a plus, but not required for the right competitor.)
The Opportunity
This is a chance to:
Build a business, not just a book
Become a leader, not just a producer
Join a firm where growth is expected, not optional
Let's Be Clear
This isn't for everyone.
But for the right person, it's a career-defining move.
Apply if you're ready to take control.
Ignore if you're not.
The Pelora Group$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships... ...and certifications. This position offers substantial career growth and entrepreneurial opportunities. #J-18808-Ljbffr Northwestern MutualSuggested- Blue Trust in Charlotte, North Carolina is looking for a Financial Planning Associate to assist clients with investment management and financial planning. The role requires a Bachelor's degree and proficiency in MS Excel, with opportunities for career progression. Responsibilities...Suggested
- A leading financial services provider in Charlotte is seeking a Financial Professional to join their community and have a positive impact on clients and the community. This role requires self-motivation, strong relationship-building skills, and a desire for professional...Suggested
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a... ...financial planning. On your path to becoming a financial advisor... ...more Certified Financial Planner® licensing support Fully... ...Qualifications Bachelor’s degree Entrepreneurial ambitions to be a business...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a... ...financial planning. On your path to becoming a financial advisor... ...more. Certified Financial Planner licensing support. Fully... ...Qualifications Bachelor’s degree. Entrepreneurial ambition to be a business...SuggestedFor contractors$75k - $95k
...Financial Advisor Opportunity This is not a typical salaried position. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory toward becoming a lead advisor...Full timeRelocation- A financial services company in Charlotte is looking for a Financial Professional to engage clients, develop financial strategies, and provide tailored product consultations. The ideal candidate will hold a Bachelor's degree and relevant FINRA licenses. This role offers...Flexible hours
$120k - $165k
...equity firms, lenders, attorneys and other financial stakeholders. We provide these services... ...…yet not too big to preserve our entrepreneurial spirit. This allows everyone to make an... ...gives you access to a multitude of career paths. We’re dedicated to helping you reach...Local areaImmediate start$47k - $66.7k
...management.But we[ʼ]re not just another legacy financial services firm. We[ʼ]re fighting harder... ...set your career on an exciting new path in the financial services industry.... ...workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work...Hourly payWork experience placementWork at office- Threadneedle Group in Charlotte, North Carolina, is hiring a Client Support Associate to enhance client interactions and support financial advisors. This role involves converting service calls into sales, managing client interactions, and aiding in compliance processes....
- A financial services firm in Charlotte, North Carolina is seeking a Financial Advisor Trainee. In this role, you will receive comprehensive training and support to obtain essential financial licenses, engage with clients, and develop professional skills for a successful...Traineeship
- Modern Woodmen of America seeks a financial representative in Charlotte, NC to deliver personalized investment solutions and help clients... ...401(k) plan with company match. Ideal candidates possess an entrepreneurial mindset and are community-oriented, supporting the company’s...
- ...is ideal for early-career advisors or financial planning professionals who are ambitious... ...professional development, and a clear path to future lead advisory roles. Applicants... ...organizational abilities, and an entrepreneurial spirit with a desire to grow within the...
$61k - $250k
Northwestern Mutual is seeking motivated individuals to become Financial Advisors in Charlotte, NC. This role allows you to build a... ...performance bonuses. Candidates should have a Bachelor's degree, entrepreneurial mindset, and strong relationship-building skills. This...- Blue Trust, Inc. in Charlotte, NC, is seeking a Financial Planning Associate to assist clients and develop technical expertise in financial planning. This role includes responsibilities such as client meeting organization, investment management, and crafting professional...
- ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P... ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...Temporary workWork experience placementLocal area
- ...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... ...perspectives individuals bring from all backgrounds and career paths, which strengthen our workforce and positively impact the communities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P... ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...Temporary workWork experience placementLocal area
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: CHARLOTTE As a... ...Collaborative If this sounds like you, we encourage you to Pursue Your Path and apply today! From Fortune ©2024 Fortune Media IP Limited....
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...work to ensure complete accuracy of information. About you Entrepreneurial mindset Community oriented Responsibilities Work with current...Work at officeLocal area
- ...and experiences you will gain. No two paths at Siegfried look the same. Apply... ...largest corporations on their most important financial and accounting projects of critical... ...the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities...Work at officeLocal areaImmediate start
- A financial services firm in Charlotte is seeking a driven individual to become a financial advisor. This role allows you to help clients... .... Successful candidates will possess a bachelor's degree, entrepreneurial ambitions, and strong client relationship skills....
$69.7k - $82k
...has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment... ...Essential Job Functions for this role include: The Financial Planner’s responsibilities include, but are not limited to: Preparing...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale... ...skills and knowledge needed to excel in your role. Career Pathing: We provide clear career progression paths and continuous...
$69.7k - $82k
...Financial Planner (Charlotte, NC) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...Temporary workWork at officeHome officeMonday to FridayFlexible hours$32k
A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants...$200k - $300k
Citi® Commercial Bank ("CCB") is part of Citi, a leading global financial services company that has over 200 million customer accounts... ...Competencies Self‑starter, able to work independently in an entrepreneurial environment that facilitates the build‑out of a world‑class...Full timeLocal areaWorldwideOverseasFlexible hours- A leading financial services company in Charlotte, NC, is seeking Loan Sales Specialists who empower customers by providing fast and affordable financing. This role thrives in a competitive atmosphere, requiring multitasking and customer engagement throughout the loan process...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on...Full timeInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...internship? Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus...Full timeInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner - Entrepreneurial Path. Be the first to apply!
- entry level financial advisor Charlotte, NC
- jde finance consultant Charlotte, NC
- financial advisor Charlotte, NC
- financial planner cfp Charlotte, NC
- financial planner Charlotte, NC
- senior financial advisor Charlotte, NC
- financial planning assistant Charlotte, NC
- financial advisor associate Charlotte, NC
- financial counselor Charlotte, NC
- junior oracle financial functional consultant Charlotte, NC


