Financial Services Representative

2 weeks ago


Pea Ridge, West Virginia, United States The Spano Group Wealth Managers Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team at The Spano Group Wealth Managers. As a Financial Advisor, you will be responsible for contacting pre-set appointments assigned to you and scheduling virtual meetings in all 50 states. You will also conduct benefit reviews for all federal employees, review outside assets and benefits, and complete a comprehensive financial analysis for each employee.

Key Responsibilities:

  • Contact pre-set appointments and schedule virtual meetings
  • Conduct benefit reviews for federal employees
  • Review outside assets and benefits
  • Complete financial analysis for each employee

Requirements:

  • Strong communication and organizational skills
  • Ability to work independently and as part of a team
  • Proficiency in virtual meeting platforms
  • Knowledge of federal employee benefits and financial analysis


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