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Financial Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: The Pelora Group
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below
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

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: .

Financial Services Representatives are independent contractors and are not employees of Mass Mutual, its subsidiaries, or of General Agents with whom they contract.

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