About this role
Financial Advisor - Fullerton CA at Navy Federal Credit Union. Location: Fullerton, California, United States. Role: Build relationships, Conduct seminars, Partner with wealth advisor Requirements: FINRA Series 7 and NASAA 63/65 or 66; Life & Health License preferred; strong sales, finance knowledge, and relationship skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Excel, Financial analysis software, Databases, Word processing Certifications: finra series 7, nasaa series 63/65 or 66, life & health insurance Commitment: Full Time Workplace: Hybrid Languages: English