About this role
Financial Advisor - Fountain Valley, CA at Navy Federal Credit Union. Location: Fountain Valley, California, United States. Role: building relationships, conducting seminars, advising clients Requirements: FINRA Series 7 and Series 63/65 or 66 required; Life & Health insurance license preferred/obtainable within 90 days. Proven ability to prospect and grow a book of business, investment and insurance product knowledge, and proficiency with CRM, spreadsheets, and financial analysis tools. Category: Sales Seniority: Mid Level Tools: PCs, spreadsheet applications, database applications, word processing applications, CRMs, financial analysis software Certifications: series 7, series 63, series 65, series 66, life & health insurance Commitment: Full Time Workplace: Hybrid Languages: English