The Pelora Group · 1 week ago
Financial Advisor
Winston-Salem, NC
Full-time
Hybrid
Senior LevelThe Pelora Group is seeking a Financial Advisor to join their community of professionals dedicated to making a positive impact in their clients' lives. The role involves building trusted relationships, delivering exceptional client experiences, and navigating the financial services industry with the support of the firm.
Professional ServicesConsultingFinanceAdviceFinancial Services
Responsibilities
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
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
Qualification
Required
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
Preferred
FINRA licensed series 7/66
Life & Health Licensed
Securities Industry Exam
Company
The Pelora Group
The Pelora Group supports financial advisors in achieving successful futures through strategic guidance and resources.
Founded in 1935
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Audrey Averill
Chief Operations Officer
Recent News
2025-03-28
Company data provided by crunchbase