Navy Federal Credit Union
The Investment Advisor provides financial consulting services to help members and non-members identify and achieve their financial goals through telephone or video meetings. This role promotes and grows NFIS products and services by recommending appropriate insurance and investment product mixtures to meet client objectives. The position involves managing smaller dollar volume accounts and less complex investment needs while referring advanced financial planning to NFIS Financial Advisors as needed.
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.