Financial Advisor

Navy Federal Credit Union

Financial Advisor providing financial consulting services to members and non-members in Fullerton, CA. Focus on promoting and growing insurance/investment products and achieving clients' financial goals.

Posted 5/20/2026full-timeFullerton • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,304 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.
Acts as a catalyst for the promotion and growth of NFFG products and services.
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries.
Manages moderate dollar volume and moderate member bases.

Requirements

What you’ll need

Proven ability to prospect and grow an established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills
Effective interpersonal, verbal, and written communications skills
Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
Experience in business development to include market strategy, product demonstration and promoting products and services

Benefits

Comp & perks

Competitive pay and generous benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial consultinginsurance productsinvestment productsbusiness developmentmarket strategyproduct demonstrationGDC generationanalytical skillsdecision-makingproblem-solving

Soft Skills

organizational skillsinterpersonal skillsverbal communicationwritten communication

Certifications

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life & Health Insurance License