Financial Planner - Entrepreneurial Path

Posted Yesterday
Be an Early Applicant
Raleigh, NC, USA
Hybrid
Mid level
Financial Services
Our purpose is to help you determine your unique vision and the direction that is right for you.
The Role
Build and grow an independent financial planning practice: develop client relationships, drive new business, deliver financial advice, and scale into lead advisor or team leader using the firms platform and growth system.
Summary Generated by Built In

Financial Advisor – Build Your Practice. Lead Your Market.

Location: Raleigh, NC (Hybrid)

Firm: The Pelora Group


Ready to own your results and your future?

At The Pelora Group, we’re not hiring employees.

We’re building entrepreneurs.


If you’re the type who:


Wants to control your income, your schedule, and your future

Thrives in fast-paced, high-accountability environments

Gets energy from winning, leading, and influencing others

Believes your current platform is holding you back

…keep reading.


What You’ll Do

This is not a maintenance role. This is a build, grow, and lead role.


You will:


Build and grow your own client practice with significant growth potential

Develop strategic relationships and drive new business

Deliver financial planning and advice with a business-owner mindset

Create your own path toward lead advisor, team leader, or enterprise builder

Leverage a proven system, but run your practice with a high degree of independence

What Makes Us Different

True Entrepreneurship (Not Lip Service)

You own your outcomes. We give you the platform, but you control the trajectory.


Performance-Based Compensation

Your income is aligned with your productivity and results.

Top producers may have the opportunity to build, scale, and monetize their client book, subject to firm policies and applicable regulations.


Supported Independence

Operate with autonomy while backed by a firm that provides:


Open architecture investment platform

Marketing and business development resources

Practice management and growth coaching

A Growth System That Works

We don’t leave success to chance.

You’ll plug into a structured development path designed to help you produce early and scale over time.


Who Thrives Here

This role is built for individuals who naturally:


Take charge instead of waiting for direction

Influence and persuade others with confidence

Compete to win, and seek continuous growth

Move fast, make decisions, and figure it out along the way

Want recognition for performance, not tenure

If you need predictability, this role will feel uncomfortable.

If you want unlimited upside, it may feel like a strong fit.


What You Bring

Strong track record in sales, business development, or client-facing roles

A desire to build something of your own

Confidence, resilience, and a bias toward action

Ability to develop trust and quickly build relationships

Comfort with a performance-driven environment

(Financial services experience is a plus, but not required for the right competitor.)


The Opportunity

This is a chance to:


Build a business, not just a book

Develop into a leadership role over time. Join a firm where growth is encouraged and supported.

Let’s Be Clear

This isn’t for everyone.


But for the right person, it can be a meaningful career opportunity.


Apply if you’re ready to take control.

Ignore if you’re not.


For Recruiting Purposes Only.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org on electronic advertisements] [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.

CRN202905-11263770

#LI-PEL1

#LI-WH1

Skills Required

  • Strong track record in sales, business development, or client-facing roles
  • Desire and ability to build your own business/practice (entrepreneurial mindset)
  • Confidence, resilience, and a bias toward action
  • Ability to develop trust and quickly build relationships
  • Comfort working in a performance-driven, commission/incentive-based environment
  • Financial services experience
  • Willingness to operate as an independent contractor and run an autonomous practice
Am I A Good Fit?
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The Company
HQ: Charlotte, NC
36 Employees
Year Founded: 1935

What We Do

The Pelora Group is a community of professionals that helps financial 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.

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