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Member Services Associate - Financial Advisory

Job in Pensacola, Escambia County, Florida, 32573, USA
Listing for: Navy Federal Credit Union
Full Time position
Listed on 2026-05-27
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Member Services Associate - Financial Advisory Support

Navy Federal Credit Union is seeking to provide diverse administrative support to Financial Advisors in Pensacola, Florida. This role requires handling client inquiries, ensuring compliance with regulations, and maintaining client relationships. Candidates should have a financial services background and effective communication skills.

Responsibilities include responding to inquiries, assisting with client account setups, and maintaining accurate records. A Bachelor's degree in a related field and FINRA licenses are preferred.

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Position Requirements
10+ Years work experience
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