Investment Advisor

Navy Federal Credit Union • Vienna, VA

4d

About The Position

To 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. Partners with and refers advanced
financial planning needs to NFIS Financial Advisors when needed. Works on
assignment that are moderately difficult and under supervision.

Navy Federal provides much more than a job. We provide a meaningful career
experience, including a culture that is energized, engaged and committed; and
fierce appreciation for our teams, who are rewarded with highly competitive pay
and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

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.
• Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
• Works on assignment that are moderately difficult and under supervision.

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