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Investment Advisor: Client & Planning

Job in Cherry Hill Township, Cherry Hill, Camden County, New Jersey, 08034, USA
Listing for: Navy Federal Credit Union
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Investment Advisor: Client Growth & Planning
Location: Cherry Hill Township

A leading financial services organization is seeking a financial consultant to provide expertise in investment and insurance products. This role involves managing smaller accounts, client consultations, and compliance with financial regulations. Ideal candidates will have FINRA Series 7 and strong interpersonal skills, with a preference for those holding a bachelor's degree in Finance or related fields. Join an esteemed company that values excellence and offers competitive benefits.
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