Investment Advisor - Financial Strategy & Growth

Navy Federal Credit Union; Pensacola (FL); On-site; USD 60,000 - 95,000; Full time

Job summary

Navy Federal Credit Union seeks a financial services professional to provide consultative guidance to members via telephone or video, promoting NFIS products and services. You will manage smaller accounts with less complex needs while coordinating with NFIS Financial Advisors for advanced planning opportunities.

Role requires FINRA Series 7 and NASAA licenses with insurance credentials preferred. The position emphasizes relationship building, compliance, and proactive client communication at our

Qualifications

• FINRA Series 7 and NASAA 63/65/66 required.
• Insurance license preferred or ability to obtain within 90 days of hire.
• Strong analytical, decision-making and organizational skills.

Responsibilities

• Provide investment and life insurance product guidance to members and potential clients.
• Process account activity in line with FINRA/NASAA/SEC regulations.
• Develop and maintain a pipeline for smaller accounts in compliance with NFIS policies.
• Build relationships with members and external partners to expand business.

Skills

Series 7

NASAA63/65/66

Insurance license

Communication

Relationship building

Financial analysis

Education

Bachelor's degree

Tools

PCs and spreadsheets

Job description

Navy Federal Credit Union seeks a financial services professional to provide consultative guidance to members via telephone or video, promoting NFIS products and services. You will manage smaller accounts with less complex needs while coordinating with NFIS Financial Advisors for advanced planning opportunities.

Role requires FINRA Series 7 and NASAA licenses with insurance credentials preferred. The position emphasizes relationship building, compliance, and proactive client communication at our