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Financial Advisor - Lacey, WA at Navy Federal Credit Union

Lacey, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Feb, 26

Salary

0.0

Posted On

09 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Consulting, Insurance Products, Investment Products, Financial Goals, Client Management, Telephone Communication, Video Meetings, Financial Planning, Product Promotion, Client Referrals

Industry

Financial Services

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.

Responsibilities

Provide financial consulting services to assist clients in identifying their financial goals via telephone or video meetings. Recommend appropriate insurance and investment products to achieve clients' financial objectives.