About this role
Wealth Management Associate at The Pelora Group. Location: Charlotte, North Carolina, United States. Role: supporting advisors, planning engagement, annuity support Requirements: 3–7 years in wealth management or internal wholesaling; FINRA licenses preferred (Series 6/63/65 or 7/66); strong advisor-facing communication; experience supporting annuities and advisory platforms. Category: Finance and Accounting Seniority: Mid Level Tools: MML Investors Services platforms, Advisory planning tools Certifications: finra series 6/63/65, finra series 7/66 Commitment: Full Time Workplace: Hybrid Languages: English