Hybrid Financial Advisor - Growth & Wealth Strategy

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

Benefits offered by this job

Hybrid work schedule

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

FINRA Series 7

NASAA Series 63/65/66

Life & Health License

Relationship building

Analytical skills

Communication skills

Investment knowledge

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Excel

Job description

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.