Hybrid Financial Advisor: Grow Client Portfolios & Impact

Navy Federal Credit Union; Reston (VA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Navy Federal Credit Union seeks a financial consultant/advisor to support members and non-members in defining financial goals and recommending insurance and investment products. You will work within the Navy Federal Financial Group ecosystem, manage a moderate book of business, and participate in local seminars and cross-team collaboration to grow client relationships.

Responsibilities include client consultations, account administration, and compliance with FINRA, NASAA, and SEC regulations.

Qualifications

• Proven ability to prospect and grow and established book of business
• Effective analytical, decision-making, problem-solving and organizational skills
• Effective interpersonal, verbal, and written communications skills
• Experience in business development and market strategy

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 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 in accordance with NFFG process and FINRA, NASAA, SEC regulations
• 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

Job description

Navy Federal Credit Union seeks a financial consultant/advisor to support members and non-members in defining financial goals and recommending insurance and investment products. You will work within the Navy Federal Financial Group ecosystem, manage a moderate book of business, and participate in local seminars and cross-team collaboration to grow client relationships.

Responsibilities include client consultations, account administration, and compliance with FINRA, NASAA, and SEC regulations.