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Strategic Financial Advisor Relationships

Job in Matthews, Mecklenburg County, North Carolina, 28106, USA
Listing for: Navy Federal Credit Union
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Financial Advisor: Growth & Relationships

Navy Federal Credit Union in Matthews, NC is seeking a financial consultant to provide basic financial consulting services to members. This role involves establishing and nurturing relationships, conducting seminars, and offering investment advice to clients.

The ideal candidate will hold a bachelor's degree and relevant financial certifications like FINRA Series 7. The position offers a hybrid work schedule and a competitive salary range of $55,000 to $75,000.

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