Financial Advisor

Navy Federal Credit Union; Vienna (VA); Híbrido; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Descripción de la vacante

Navy Federal Credit Union is looking for a licensed financial professional to help members and non-members identify financial goals and promote NFFG products. The role involves advising on investments, life insurance, and a full suite of financial solutions while remaining compliant with FINRA and NASAA regulations.

You will build relationships within the Vienna, VA branch territory, conduct seminars, and collaborate with Wealth Advisors to tailor portfolios and grow the book of business.

Formación

• FINRA Series 7 and NASAA Series 63/65/66 required or ability to obtain.
• Life & Health Insurance license preferred (or ability to obtain within 90 days of hire).
• Proven ability to prospect and grow a book of business.
• Strong analytical and problem‑solving skills.
• Excellent communication and relationship-building capabilities.
• Knowledge of investment and insurance products.
• Familiarity with FINRA NASAA SEC regs and regulatory requirements.

Responsabilidades

• Establish and grow member relationships within assigned branch territory.
• Conduct local seminars and member engagement events to grow book of business.
• Partner with Wealth Advisor to segment book of business by needs and complexity.
• Provide investment consultations and service life insurance products.
• Execute securities orders for current/new clients and maintain records for compliance.

Conocimientos

FINRA Series 7

NASAA Series 63/65/66

Life & Health License

Relationship building

Analytical skills

Communication skills

Investment knowledge

Educación

Bachelor's degree in Business/Finance

Herramientas

CRM software

Excel

Descripción del empleo

Overview

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.

Responsibilities

• Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
• Conducts local seminars and member engagement events to grow book of business
• Partners 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
• Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
• Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
• Develop a pipeline of internal/external referral sources in compliance with Navy Federal and NFIS policies and procedures
• Establish, maintain, and develop business relationships with members and internal/external sources
• Execute customer and broker purchase/sales orders of securities for current/new clients
• Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
• Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
• Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
• Monitor, track and report performance of individual sales plans and assigned strategies for leadership
• Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
• Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
• Perform other duties as assigned or appropriate

Qualifications

• Proven ability to prospect and grow and 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 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, CRMs and financial analysis software
• Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

Desired Qualifications

• 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 relevant financial services designation

Additional Information

Hours

• Monday - Friday, 9:00AM - 5:30PM Hybrid

Location

• 820 Follin Lane, Vienna, VA 22180
• 5510 Heritage Oaks Dr. Pensacola, FL 32526

Total Cash Compensation

• Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.