Financial Advisor - Rockville or Gambrills, MD

Job description

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. - Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement - Conducts local seminars and member engagement events to grow book of business - Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity - Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products - Administer and document account activity and execution in accor...