Investment Advisor

Navy Federal Credit Union

Investment Advisor providing financial consulting services to clients via phone or video. Assisting in identifying financial goals and recommending suitable investment products.

Posted 7/22/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial consulting, investment and insurance products, and regulatory compliance, while effectively building relationships and communicating with clients to achieve their financial goals.

Highest-signal resume keywords

FINRA Series 7NASAA Series 63/65 or 66Life & Health Insurance LicenseFinancial Analysis Software ProficiencyBusiness Development Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment KnowledgeInsurance Product KnowledgeFinancial ConsultingMarket Strategy DevelopmentFinancial Data AnalysisRegulatory InterpretationDecision-MakingProblem-SolvingTime ManagementOrganizational Skills

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationRelationship BuildingNegotiation Skills

Tools & Technologies

PC ProficiencySpreadsheet ApplicationsDatabase ApplicationsWord Processing Applications

Certifications & Qualifications

FINRA Series 7NASAA Series 63/65 or 66Life & Health Insurance LicenseCFPChFCCLU

Industry Keywords

Financial GoalsInvestment NeedsNavy Federal Investment ServicesFinancial MarketsEconomic PrinciplesBanking PracticesFinancial ReportingClient ConsultationProduct DemonstrationRegulatory Compliance

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.
Works on assignment that are moderately difficult and under supervision.

Requirements

What you’ll need

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, and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.
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 designations e.g. CFP, ChFC, CLU

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks