Broker Check

Experienced Financial Professional

Job Title:

Financial Professional

Job Level:


Reports To:

Senior Management

Position Type:


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 finance planning strategies.  

Our organization is looking for an established and experienced Financial Professionals. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. They will work with emerging individuals to meet long term financial goals; this includes but is not limited to: protection, retirement, college tuition, estate planning, etc. The professional will also design and implement Selective Benefit Plans for individuals and business owners. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply on our Navigon Website today.

Job Responsibilities: 

  • Provide financial planning support to clients
  • Recommend strategies clients can use to achieve their financial goals and objectives
  • Prepare financial plans and check their accuracy
  • Respond to prospective customer queries about financial planning
  • Offer Subject Matter expertise to fellow Financial Professionals
  • Maintain awareness of latest legislative changes that may affect financial planning

Support Team: 

We support our Financial Professionals located throughout the North Carolina area with Industry Leading Training that assists with ongoing success within their role. We also provide Financial Professionals with an office, Office Team and Marketing Advisor to help manage and support client services.


Professionals will build a book of business to the level of success that you aspire to have. You will be given the opportunity to have a rewarding career and achieve financial milestones with our teams support. With Navigon we believe that you should be rewarded for your hard work and we offer unlimited earnings potential that is always connected to your practice’s growth and your clients’ success.

Job Requirements:

  • Candidates must have at least 2-5 Years of industry experience as a Financial Professional
  • Experience managing assets
  • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
  • Experience selling Life Insurance
  • Excellent computer, interpersonal and communication skills
  • Bachelor’s Degree or higher in Finance, Economics, Business Administration, Marketing, Accounting, Law; this is preferred but not required