Teams at The Pelora Group

The Wealth Management Associate supports advisors with planning strategies and internal wholesaling, focusing on client segmentation and developing advisory practices. This role involves collaboration with different teams to promote wealth management objectives without direct client interaction.

The Investment Advisor Representative will build relationships, support clients in achieving financial success, and grow their own business within a community of professionals.

The role involves building and growing a client practice, developing strategic relationships, and delivering financial planning and advice with significant independence.