Experienced Financial Advisor

You’ve built something authentic... trusted client relationships, a strong reputation, and a business you’re proud of. If you’re looking for the freedom of independence with support to grow and protect your clients for the long term, The Pelora Group offers a supported-independence model designed for experienced advisors, providing infrastructure, resources, and a thoughtful path for succession planning and continuity.

As an experienced Financial Planner supported by The Pelora Group, you’ll maintain your identity and autonomy while gaining a team behind you specialized in practice management, operations, technology, planning, and marketing, so you can deliver an exceptional client experience and build with confidence. We help you clarify your vision, execute your growth plan, and build your business.

You will be a great partner for The Pelora Group if you:

· Are an experienced financial advisor with an established and transferable book of business

· Place high value on long-term client relationships and fiduciary responsibility

· Demonstrate strong alignment with the firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship

· Appreciate that every client, family, and business has a unique definition of success and are committed to delivering customized advice

· Thrive on strategic thinking, mentoring others, and contributing to a collaborative professional environment

· Have a strong presence in your community and value making a meaningful professional and personal impact

· Are self-directed, goal-oriented, and focused on long-term value creation beyond short-term production

The Pelora Group will be a great partner if you:

· Desire to align with a community of experienced professionals who respect the business you have built and are invested in your continued success

· Value collaboration, practice management support, and localized expert resources to enhance efficiency and scalability

· Seek a thoughtful transition partner to assist with succession planning, growth initiatives, and modernization of your practice

· Enjoy building professional relationships with peers and staff through company trips, events, and team development sessions

· Value access to a deep bench of subject matter experts across investments, planning, operations, compliance, technology, and tax strategy to support complex client needs and unforeseen challenges

Requirements:

· Established book of business with a demonstrated history of client retention and revenue stability

· FINRA Series 7 and 66 (or equivalent)

· Life & Health Insurance License

For Recruiting Purposes Only.

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: 704-557-9600

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

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