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Certified Financial Planner
Location:
Raleigh, NC
Description:
Are you a Certified Financial Planner looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic investment advice. At The Pelora Group, you'll thrive in a dynamic and supportive environment, working with a team of passionate professionals who are committed to excellence. As a Certified Financial Planner, you'll have the opportunity to make a real impact in people's lives by providing personalized financial solutions tailored to their unique needs. Join us and be part of a team that values integrity, innovation, and client success Responsibilities:• Develop personalized financial plans for clients based on their financial goals and risk tolerance.• Conduct comprehensive financial analyses to provide recommendations on investments, retirement planning, and estate planning.• Monitor and review clients' financial situations regularly to ensure their plans are on track and make adjustments as needed.• Stay updated on industry trends, investment products, and regulatory changes to provide clients with the most current and relevant advice. Qualifications:• CFP Status• Financial Advisor Licenses• Insurance Experience• Bachelor's degree in Finance or a related field• Strong analytical and problem-solving skills Compensation: $125,000 - $350,000 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 25 on WizeHire
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More About this Listing: Certified Financial Planner
Certified Financial Planner is a Real estate Certified Financial Planner Job at The Pelora Group located in Raleigh NC. Find other listings like Certified Financial Planner by searching Oodle for Real estate Certified Financial Planner Jobs.
Certified Financial Planner is a Real estate Certified Financial Planner Job at The Pelora Group located in Raleigh NC. Find other listings like Certified Financial Planner by searching Oodle for Real estate Certified Financial Planner Jobs.