Join Navy Federal Credit Union as a Financial Advisor, helping clients identify and achieve their financial goals through personalized consulting. Collaborate with team members to drive member engagement and growth while managing investment needs.
Key Responsibilities
Provide financial consulting services to clients
Establish and build relationships for member growth
Conduct local seminars and member engagement events
Administer and document account activity
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 a book of business
Effective analytical and decision-making skills
Effective interpersonal, verbal, and written communication skills
Experience consulting with customers on financial status
Preferred Qualifications
Life & Health Insurance License
In pursuit of designations e.g., CFP, ChFC, CLU
Advanced knowledge of Navy Federal's functions
Bachelor's degree in Business Administration, Finance or related discipline
Benefits & Perks
Highly competitive payGenerous benefits and perksHybrid workplace