Broker Check

Emerging Advisor


Job Title:

Adviser, Fellowship

Job Level:

Entry Level

Reports To:

Senior Management

Position Type:

Producer

Company Description:

Navigon Financial Group, Inc. is a professional financial services firm, specializing in helping individuals and businesses meet their unique financial objectives through investment strategies, insurance needs and financial counseling. We pride ourselves on maintaining long-term, lasting relationships. Over the years we've worked with thousands of individuals, professionals and business owners and have earned a reputation for thoroughness and objectivity. We require our associates to maintain high ethical standards as they assist clients in achieving their financial goals.

Opportunity Overview:

Here is your opportunity to become part a company where our passion and pride is to cultivate client relationships and bring a high level of financial guidance to individuals regarding their investment and overall planning strategies.

Our organization is seeking individuals who will succeed in a highly motivated, results-driven, dynamic environment. This individual will learn to build a book of business and provide expertise in financial planning.

Emerging Advisers will learn how to build a practice by choosing markets and clients that relate to you and will build a book of business. This candidate will also be responsible for understanding client’s goals and objectives; then will be able to help clients map the correct financial path.

They will work with individuals to meet long term financial goals; this includes but is not limited to: protection, retirement, college tuition, estate planning, etc. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply on our Navigon Website today.

Candidate Summary/Responsibilities:

Our Emerging Financial professionals are highly motivated individuals who are result driven and have the desire to grow their business, help others and build long term partnerships. Our professionals have a diverse background and have come from various industries. Our employees have the desire to provide great client experiences, excellent interpersonal skills and are team players. With our Emerging Adviser program we offer a Salary plus commission.

Job Requirements:

  • Bachelor’s Degree or higher in Finance, Economics, Business Administration, Marketing, Accounting, Law (this is preferred but not required)
  • Sales Background(preferred, but not required)
  • Leadership Skills
  • Effective Communication, Customer Experience Management
  • Ability to Manage multiple priorities
  • Sales Knowledge and the ability to sell an organization’s products and services.

Support Team: 

Navigon provides our emerging Advisers with Branch Office Team and Marketing support to help manage and support client services. Navigon provides a total support system to help you succeed in today's competitive marketplace. Our team will provide knowledgeable, objective financial guidance, along with the training and mentorship from our Senior Financial team. We also provide a vast amount of professional resources to help you pass required licensing exams.