About this role
Financial Advisor - Annapolis at Navy Federal Credit Union. Location: Annapolis or Bowie. Role: building relationships, conducting seminars, managing accounts Requirements: FINRA Series 7 and NASAA Series 63/65/66 required; life & health insurance preferred. Proven ability to prospect and grow a book of business, business development and regulatory compliance, and proficiency with PCs, spreadsheets, CRMs, and financial analysis software. Category: Finance and Accounting Seniority: Mid Level Tools: PCs, spreadsheet, database, 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