Financial Advisor

Navy Federal Credit Union

. Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting .

Posted 4/21/2026full-timePensacola • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Proven ability to prospect and grow an 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
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 tact
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

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks
Equal Employment Opportunity
Accommodations for qualifying conditions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life Insurance LicenseHealth Insurance Licensefinancial analysisinvestment productsinsurance productsbusiness development

Soft Skills

analytical skillsdecision-makingproblem-solvingorganizational skillsinterpersonal skillsverbal communicationwritten communicationrelationship buildinginitiativeinfluence

Certifications

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life Insurance LicenseHealth Insurance License