Investment Advisor
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About The Position
The position involves providing financial consulting services to both members and non-members, helping them identify their financial goals and objectives through telephone or video meetings. The role serves as a catalyst for promoting and growing Navy Federal Investment Services (NFIS) products and services. As a registered representative/advisor/agent of NFIS and its subsidiaries, the individual will recommend suitable mixtures of insurance and investment products to help clients achieve their financial goals. The position primarily manages smaller dollar volume accounts and less complex investment needs, while also partnering with NFIS Financial Advisors for more advanced financial planning needs. The assignments are moderately difficult and performed under supervision.
