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Strategic Investment & Insurance Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 120000 USD Yearly USD 75000.00 120000.00 YEAR
Job Description & How to Apply Below

Navy Federal Investment Services seeks a financial consultant to identify client goals via telephone or video meetings and promote NFIS products. You will match insurance and investment solutions to client objectives as a registered advisor, handling smaller accounts with supervision.

Role involves collaborating with NFIS Financial Advisors for advanced planning needs and delivering effective financial analyses. Strong communication and regulatory knowledge are essential for success.

For the Strategic Investment & Insurance Advisor position at Jobtailor, we are reviewing applications now.

The Strategic Investment & Insurance Advisor role at Jobtailor is now open for applications in Dallas, TX, United States.

Join us at Jobtailor as our next Strategic Investment & Insurance Advisor in Dallas, TX, United States.

We are currently recruiting a Strategic Investment & Insurance Advisor for our team in Dallas, TX, United States.

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