Growth-Focused Financial Advisor

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

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