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Job Description
As a Financial Advisor at Navy Federal Credit Union, you'll provide expert financial consulting to help clients identify their financial goals. This role emphasizes relationship building, investment consulting, and adherence to regulatory standards, while contributing to the growth of the organization.
Key Responsibilities
Provide financial consulting services to clients via telephone or video
Conduct local seminars and member engagement events
Administer and document account activity in compliance with regulations
Develop relationships with members and internal/external sources
Monitor accounts and report performance of sales plans
Prepare reports required by regulatory agencies
Required Qualifications
FINRA Series 7
Combination of NASAA Series 63/65 or 66 registration
Proven ability to prospect and grow an established book of business