Navy Federal Credit Union

Financial Advisor

Navy Federal Credit Union

full-time

Posted on:

Location Type: Hybrid

Location: Rockville • Maryland • United States

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Salary

💰 $55,000 - $75,000 per year

About the role

  • To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
  • Act as a catalyst for the promotion and growth of NFIS products and services.
  • Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
  • Manage smaller dollar volume account size and less complex investment needs.
  • Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.

Requirements

  • Proven ability to prospect and grow and established book of business
  • Ability to generate GDC based on defined thresholds within a specified period of time
  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
  • Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
  • Effective interpersonal, verbal, and written communications skills
  • Effective planning, organizational, time management and problem-solving skills
  • Effective skill building relationships through rapport, trust, diplomacy, and tack
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
  • Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
  • Experience in business development to include market strategy, product demonstration and promoting products and services
  • Experience consulting with customers to assess their financial status and identify investment needs
  • Effective knowledge of investment and insurance products
  • Effective knowledge, to interpret industry related laws and government regulations
  • Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
  • **Desired Qualifications**
  • Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
  • Desire to pursue relevant financial services designation
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life & Health Insurance Licensefinancial analysisinvestment productsinsurance productsbusiness developmentmarket strategy
Soft Skills
analytical skillsdecision-makingproblem-solvingorganizational skillsinterpersonal skillscommunication skillsrelationship buildinginitiativejudgmentinfluence
Certifications
Bachelor’s degree in Business AdministrationBachelor’s degree in FinanceBachelor’s degree in Management