• Financial Advisor - Washington Navy Yard

    Navy Federal Credit Union (Washington, DC)
    …basic business relationships with members and internal/external sources in assigned territory , moving towards more complex relationships as experience is gained. + ... Execute customer and broker purchase / sales orders of securities for current/new clients + Focus...in-depth on-going research to acquire new accounts in assigned territory to increase market share + Plan/conduct life insurance… more
    Navy Federal Credit Union (02/20/25)
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