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© All Rights Reserved. ApplyBlast.com
Navy Federal Credit Union
This role provides financial consulting services to assist members and non-members in identifying their financial goals through telephone or video meetings. The position acts as a catalyst for promoting NFIS products and services by recommending appropriate insurance and investment product mixtures to achieve client objectives. The consultant manages smaller dollar volume accounts and less complex investment needs while partnering with advanced financial advisors for more complex planning requirements.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Navy Federal Credit Union.
Navy Federal Credit Union didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role