Investment Advisor

Jobtailor

Dallas (TX)

On-site

USD 75,000 - 120,000

Full time

14 days+

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Job summary

Navy Federal Investment Services seeks a financial consultant to identify client goals via telephone or video meetings and promote NFIS products. You will match insurance and investment solutions to client objectives as a registered advisor, handling smaller accounts with supervision.

Role involves collaborating with NFIS Financial Advisors for advanced planning needs and delivering effective financial analyses. Strong communication and regulatory knowledge are essential for success.

Qualifications

Bachelor's degree in Business Administration, Finance or Management or related discipline.
Humility to pursue professional designations (CFP, ChFC, CLU) and ongoing education.

Responsibilities

Provide financial consulting to identify client goals via telephone or video meeting.
Promote NFIS products and services to grow client base.
Recommend appropriate insurance/investment products as a registered advisor.
Manage smaller dollar volumes and less complex needs.
Refer advanced planning to NFIS Financial Advisors when needed.
Work on moderately difficult assignments under supervision.

Skills

Analytical skills

Decision making

Problem solving

Organizational skills

Time management

Interpersonal skills

Verbal communication

Written communication

Negotiation

Relationship building

Presentation skills

Education

Bachelor's degree in Business Administration, Finance or Management

CFP

ChFC

CLU

Tools

PC Proficiency

Spreadsheet software

Database software

Word processing

Job description

Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
Act as a catalyst for the promotion and growth of NFIS products and services.
Recommend 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 Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
Manage smaller dollar volume account size and less complex investment needs.
Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Works on assignment that are moderately difficult and under supervision.

Requirements

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, 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.
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures.
Desire to pursue designations e.g. CFP, ChFC, CLU

Core Competencies

Demonstrates expertise in financial consulting, investment and insurance products, and regulatory compliance, while effectively building relationships and communicating with clients to achieve their financial goals.

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