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Job Description
Join Navy Federal Credit Union as a Financial Advisor, where you'll provide expert financial consulting to clients, helping them achieve their financial goals. Engage with members through seminars and personalized consultations, while developing a robust book of business in a supportive and rewarding environment.
Key Responsibilities
Provide financial consulting services via telephone or video meeting
Conduct local seminars and member engagement events
Administer and document account activity in compliance with regulations
Develop and maintain business relationships with members
Monitor accounts for accurate processing and discrepancies
Required Qualifications
FINRA Series 7
NASAA Series 63/65 or 66 registration
Proven ability to prospect and grow a book of business
Effective analytical, decision-making, problem-solving, and organizational skills
Effective interpersonal, verbal, and written communications skills
Proficiency with PCs and financial analysis software
Preferred Qualifications
Life & Health Insurance License
Pursuit of CFP, ChFC, CLU designations
Bachelor's degree in Business Administration, Finance, or Management
Benefits & Perks
Competitive payGenerous benefits and perksEmployee referral program