Financial Advisor
| Company | Navy Federal |
|---|---|
| Location | Indian Trail, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
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No requirements provided.
Responsibilities
- Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
- Act as a catalyst for the promotion and growth of NFIS products and services.
- Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
- Manage smaller dollar volume account size and less complex investment needs.
- Partner with and refer advanced financial planning needs to NFIS Financial Advisors when needed.
Preferred Qualifications
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No preferred qualifications provided.