Supervisor, Investment Advisory Center
Navy Federal Credit Union
full-time
Posted on:
Location Type: Hybrid
Location: Pensacola • Florida • United States
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Salary
💰 $78,400 - $123,200 per year
About the role
- To supervise the daily operations and functions of Navy Federal Investment Services (NFIS) Investment Advisory Center (IAC).
- Support NFIS strategic revenue growth by maximizing member growth, provision of NFIS investment services and financial planning.
- Ensure new accounts and member relationships built by IAC staff achieve optimal member satisfaction and fiduciary performance.
- Maximize revenue growth and market penetration while complying with regulatory, industry, NFIS standards, processes and procedures.
- Provide management business insight and/or potential opportunities for market growth and NFIS strategic planning and initiatives in the IAC service area.
Requirements
- Experience within the financial services industry, preferably with customer interaction
- Experience in a leadership or supervisory position
- Previous experience as a registered representative of brokerage/investment/insurance products and services
- Previous experience with creating, managing commission and related production plans
- All required licenses and registration: FINRA Series 7, 24, and NASAA Series 65 & 63 or 66 registration and Life and Health Insurance Licensed within 90 days
- Working knowledge of regulations related to brokerage/investment industry
- Strong interpersonal, verbal and written communication skills
- Strong organization, planning, and time management skills
- Strong research, analytical, decision-making, and problem-solving skills
- Working knowledge of marketing/promotion practices and programs
- Desired – Bachelor’s Degree in a related field or equivalent related experience
- Desired – Thorough knowledge of investment and insurance products and services
- Desired – Thorough knowledge and experience as a Registered Representative such as a Financial Advisor or registered support position
- Desired – Knowledge of NCUA standards and related federal, state and industry regulations
- Desired – Knowledge of Credit Union Service Organization and related processes and procedure, and regulations
- Desired – CFP, ChFC
- Desired – Knowledge of Navy Federal organization, programs, policies and procedures.
Benefits
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Hard Skills & Tools
FINRA Series 7FINRA Series 24NASAA Series 65NASAA Series 63Life and Health Insurance Licenseinvestment productsinsurance productscommission managementmarket growth analysisregulatory compliance
Soft Skills
interpersonal skillsverbal communicationwritten communicationorganization skillsplanning skillstime managementresearch skillsanalytical skillsdecision-makingproblem-solving
Certifications
CFPChFC