The Pelora Group · 3 days ago
Investment Advisor Representative
Triad Area
Full-time
Hybrid
New Grad, Entry LevelThe Pelora Group is a community of professionals dedicated to helping individuals build their legacy and achieve their vision. As an Investment Advisor Representative, you will partner with clients to provide personalized financial services while enjoying the independence and flexibility of the role.
AdviceConsultingFinancial Services
Hiring Manager
Billy Carter Jr.
Qualification
Required
You're entrepreneurially driven
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 and learning from other financial professionals through joint work
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
A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group
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