Investment Advisor
Navy Federal Credit Union · Vienna, Virginia, US
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeti...
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. Works on assignment that are moderately difficult and under supervision. - 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 accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations. - Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings. - Develop an internal pipeline for smaller dollar volume...