Financial Advisor – Hybrid Growth & Wealth Services

Navy Federal Credit Union; Vacaville (CA); Híbrido; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Navy Federal Credit Union seeks an experienced financial consultant in Vacaville, CA to grow member relationships and advise on investment and insurance products as a registered representative/advisor of Navy Federal Financial Group. You will establish circles of influence, conduct local seminars, and coordinate with Wealth Advisors to tailor investment solutions for each client.

You will administer accounts with strict adherence to FINRA/NASAA/SEC regulations, develop a scalable pipeline for

Formación

• FINRA Series 7 and NASAA Series 63/65 or 66 registration required; Life & Health Insurance License preferred or obtainable within 90 days.
• Proven ability to prospect and grow an established book of business.
• Excellent analytical, decision-making and communication skills; strong relationship-building abilities.

Responsabilidades

• Actively engaged within assigned branch territory to establish relationships for member growth.
• Conduct local seminars and member engagement events to expand the book of business.
• Partner with Wealth Advisor to segment book based on needs and complexity.
• Provide investment and insurance product consultations and servicing.
• Administer accounts in accordance with NFFG policies and FINRA/NASAA/SEC regulations.
• Develop internal pipeline for smaller accounts and monitor performance of sales plans.

Conocimientos

Prospecting and relationship building

FINRA Series 7

NASAA Series 63/65 or 66

Life & Health Insurance License (or to

Interpersonal skills

Financial analysis

CRM proficiency

Regulatory knowledge

Communication skills

Business development

Educación

Bachelor’s degree in Business Administration, Finance or related

Herramientas

CRMs

Financial analysis software

Spreadsheets

Databases

Word processing

Descripción del empleo

Navy Federal Credit Union seeks an experienced financial consultant in Vacaville, CA to grow member relationships and advise on investment and insurance products as a registered representative/advisor of Navy Federal Financial Group. You will establish circles of influence, conduct local seminars, and coordinate with Wealth Advisors to tailor investment solutions for each client.

You will administer accounts with strict adherence to FINRA/NASAA/SEC regulations, develop a scalable pipeline for