Financial Advisor
About The Position
This position involves providing financial consulting services to assist members and non-members in identifying their financial goals and objectives, primarily through telephone or video meetings. The Financial Advisor will promote and grow NFIS products and services, recommending suitable insurance and investment products to help clients achieve their financial goals. This role requires the individual to act as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and its subsidiaries, or incumbent financial firms. The advisor will manage accounts with smaller dollar volumes and less complex investment needs, and will partner with and refer advanced financial planning needs to other NFIS Financial Advisors when necessary.
Requirements
- Registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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.
Benefits
- Highly competitive pay
- Generous benefits and perks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
