This listing was posted on WizeHire.
Financial Advisor
Location:
Charlotte, NC
Description:
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations• Design customized financial plans suitable for each client based on potential life changes and changing financial needs• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred• A Bachelor’s degree in business administration, finance, or a related field is required• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed• Superior customer service skills, math skills, relationship skills, and communication skills are preferred• A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person’s journey is unique, so if you’d like to start a conversation with one of our guides, apply now. CRN202603-4064852 Compensation: $77,000 - $107,500 yearly About Company: The Pelora Group is a community of professionals who help advisors navigate successful futures for themselves, their families, and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools, and resources.
Company:
The Pelora Group
Posted:
April 22 on WizeHire
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at The Pelora Group located in Charlotte NC. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor is a Accounting & Finance Financial Advisor Job at The Pelora Group located in Charlotte NC. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.