Financial Advisor

Navy Federal Credit Union

Financial Advisor providing consulting services to identify financial goals and promote NFFG products. Engaging with members and growing business through strategic consultations and seminars.

Posted 5/27/2026full-timeMatthews • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.
Acts as a catalyst for the promotion and growth of NFFG products and services.
Recommends 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 Financial Group (NFFG) and subsidiaries, or incumbent financial firms.
Manages moderate dollar volume and moderate member bases.
Conducts local seminars and member engagement events to grow book of business.
Partner with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity.
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.

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
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
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

Competitive pay
Generous benefits and perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial consultinginvestment productsinsurance productsbusiness developmentfinancial analysismarket strategyproduct demonstrationprospectingGDC generationclient consultations

Soft Skills

analytical skillsdecision-makingproblem-solvingorganizational skillsinterpersonal skillscommunication skillsrelationship buildinginitiativejudgmenttime management

Certifications

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life & Health Insurance License