Navy Federal
Investment Advisor
Dallas, TX, United States
Sponsorship not specifiedDetected 15 days ago
About the role
- To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
- Act as a catalyst for the promotion and growth of NFIS products and services.
- Works on assignment that are moderately difficult and under supervision.
Responsibilities
- Manage smaller dollar volume account size and less complex investment needs.
- Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
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This listing is sourced directly from Navy Federal's careers page and normalized into a canonical job model.