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Hybrid Investment Advisor Financial Planning
Job in
Winchester, Frederick County, Virginia, 22603, USA
Listed on 2026-06-13
Listing for:
Navy Federal Credit Union
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Navy Federal Credit Union is looking for a Financial Consultant to provide financial consulting services via telephone or video meetings. The role involves developing relationships with clients, recommending insurance and investment products, and managing accounts. Candidates should have the FINRA Series 7 and NASAA registrations.
This position requires strong analytical and interpersonal skills, along with the ability to consult with customers on their financial status and investment needs. The work schedule is Monday to Friday, 8:30 AM to 5:00 PM with a hybrid work model.
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