Financial Advisor - Silverdale

Navy Federal Credit Union; Silverdale (WA); Hybrid; USD 80,000 - 86,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Navy Federal Credit Union is seeking a licensed financial professional to provide basic financial consulting, investment and insurance product guidance, and to grow the member book of business in the Silverdale, WA area. You will work with a Wealth Advisor, conduct seminars, and manage client accounts in compliance with FINRA, NASAA, SEC rules.

Roles include developing pipelines for smaller accounts, maintaining relationships, and executing client orders while staying up to date with market

Qualifications

• Proven ability to prospect and grow and establish a book of business.
• Ability to generate GDC based on defined thresholds within a period.
• FINRA Series 7 and NASAA Series 63/65/66 registration required; Life & Health Insurance License preferred (or can be obtained within 90 days).
• Strong analytical, decision-making, problem-solving and organizational skills with good judgment.
• Effective interpersonal, verbal, and written communications skills.
• Strong planning, organizational, and time-management abilities.
• Ability to build relationships through rapport, trust, diplomacy, and tact.
• Ability to obtain appointments with sponsoring insurance/broker-dealer/RIAs.
• Experience in business development including market strategy and product promotion.
• Experience consulting with customers to assess financial needs.

Responsibilities

• Establish and nurture relationships within the assigned branch territory to grow member engagement.
• Conduct local seminars and events to grow the book of business.
• Partner with Wealth Advisor to segment book based on client needs and complexity.
• Provide investment and insurance product expertise to consultations and servicing.
• Administer account activity per NFFG process and regulatory requirements (FINRA, NASAA, SEC).
• Advise clients on new offerings and account status after reviews.
• Develop pipelines for smaller, less complex accounts in compliance with NFIS policies.
• Maintain and grow business relationships with members and external sources.
• Execute client and broker orders for securities for new and existing clients.

Skills

Prospecting

GDC targets

FINRA Series 7

NASAA Series 63/65/66

Life & Health Insurance License (or 90

Education

Bachelor's degree in Business/Finance/Management

Tools

CRM software

Excel

Financial analysis software

Job description

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 an internal pipeline for smaller dollar volume, and less complex, accounts 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

• 3340 NW Randall Way, Silverdale, WA 98383

Total Cash Compensation

• Base Pay Range ($80,169 - $86,000) + 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.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.