Financial Advisor

Navy Federal Credit Union

Financial Advisor assisting members and non-members in identifying their financial goals. Managing moderate dollar volume and recommending insurance/investment products for Navy Federal Financial Group.

Posted 7/27/2026full-timeWinter Park • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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
Manages moderate dollar volume and moderate member bases

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
Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience (desired)

Benefits

Comp & perks

TalentQuest employee referral program
Highly competitive pay
Generous benefits and perks