Investment Advisor
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.
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.
- Work on assignments that are moderately difficult and under supervision.
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
