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Job Description
As a Financial Advisor at Navy Federal, you will provide expert financial consulting services to help clients identify and achieve their financial goals. You'll build relationships, conduct seminars, and manage investment accounts while working in a supportive and rewarding environment.
Key Responsibilities
Provide financial consulting services to members and non-members
Conduct local seminars and member engagement events
Administer and document account activities
Establish and develop business relationships with members
Monitor accounts and ensure accurate processing
Prepare reports required by regulatory agencies
Required Qualifications
FINRA Series 7
NASAA Series 63/65 or 66 registration
Proven ability to prospect and grow an established book of business
Effective analytical, decision-making, and problem-solving skills
Effective interpersonal, verbal, and written communication skills
Preferred Qualifications
Life & Health Insurance License (or ability to obtain within 90 days)
In pursuit of designations e.g., CFP, ChFC, CLU
Bachelor's degree in Business Administration, Finance, or related discipline
Benefits & Perks
Highly competitive payGenerous benefits and perksHybrid work environment