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© All Rights Reserved. ApplyBlast.com
thepeloragroup
A Wealth Management Associate supports advisors in growth across annuity, advisory, and affluent client segments by providing internal wholesaling, planning strategy support, and case qualification. The role focuses on advisor enablement, escalation of complex opportunities, and advancing wealth management growth objectives.
Headquarters
Charlotte, North Carolina, United States
Company Size
51-200 employees
Founded
1935
The Pelora Group is a community of financial professionals that partners with financial advisors to navigate successful futures for themselves, their families, and their clients. They position themselves as a trusted business partner, offering guidance, resources, and practical support to help advisors grow their practices and better serve clients. The group emphasizes collaboration, professional development, and actionable strategies to navigate the complexities of financial planning. By joining The Pelora Group, advisors gain access to a network of experienced professionals dedicated to guiding financial success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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