About this role
Investment Advisor at Navy Federal Credit Union. Location: Pensacola or Vienna or San Diego or Jacksonville or North Richland Hills or Dallas or Schaumburg or Cherry Hill or Sandy Springs or Virginia Beach or Winchester or Atlanta. Role: providing consultation, administering accounts, executing orders Requirements: Requires FINRA Series 7 and NASAA Series 63/65 or 66 registration; life & health insurance license preferred; proficiency with PCs and financial analysis tools; experience in business development and client consulting; knowledge of investment/insurance products and regulations. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, series 65, series 66, life & health insurance, cfp, chfc, clu Commitment: Full Time Workplace: Hybrid Languages: English