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Provide comprehensive financial planning and investment advice, build and maintain client relationships, grow a personal practice with support from Pelora Group, leverage firm resources (marketing, coaching, subject-matter experts), and deliver tailored client experiences while maintaining required securities and insurance licensing.

Advise and build client relationships as an Investment Advisor Representative supported by The Pelora Group. Grow a private practice, collaborate with team resources, pursue professional development, and deliver personalized financial guidance while aligning with firm values.

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.

Support advisor growth by providing internal wholesaling, planning-strategy support, case qualification, and advisor enablement for annuities, advisory platforms, and affluent client segments. Partner with Wealth Management leadership, Case Design, and onboarding to train, escalate complex opportunities, and promote planning-based advisory practices.