About this role
Financial Advisor - Houston, TX at Navy Federal Credit Union. Location: Houston, Texas, United States. Role: establishing relationships, conducting seminars, administering accounts Requirements: Requires FINRA Series 7 and NASAA Series 63/65/66 registration, ability to prospect and grow a book of business, appointment by broker-dealer/insurance company, proficiency with CRMs and financial analysis tools, and strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRMs, financial analysis software Certifications: series 7, series 63, series 65, series 66, life & health insurance Commitment: Full Time Workplace: Hybrid Languages: English