Financial Advisor - Vacaville

Navy Federal Credit Union; Vacaville (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

TalentQuest referral program

Job summary

Navy Federal Credit Union seeks a financial consultant to assist members and non-members in identifying financial goals and objectives. The advisor promotes NFFG products and services and works as a registered representative/advisor for Navy Federal Financial Group and subsidiaries.

The role involves managing a moderate client base and dollar volume. The position emphasizes providing tailored financial guidance and recommending appropriate insurance and investment solutions to help clients reach

Qualifications

• Registered representative/advisor/agent of Navy Federal Financial Group (NFFG) or incumbent financial firms.
• Ability to identify member and non-member financial goals and recommend appropriate solutions.

Responsibilities

• Provide basic financial consulting to help members and non-members identify goals and objectives.
• Recommend appropriate insurance and investment products and services to achieve client goals as a registered representative/advisor/agent of NFFG.
• Manage moderate dollar volume and moderate member bases.

Job description

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends 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 Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases.

This position is eligible for the TalentQuest employee referral program.