Wealth Advisor - Hybrid (Investments & Insurance)

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

Job summary

Navy Federal Credit Union is recruiting a financial consultant/advisor to provide basic financial guidance and promote NFFG products and services to members and non-members. This role supports the growth of the book of business and coordinates with Wealth Advisors within the assigned territory.

The position requires FINRA Series 7 and NASAA registrations (63/65/66) with Life & Health License preferred or obtainable within 90 days. Hybrid schedule in Matthews, NC area.

Qualifications

• Proven ability to prospect and grow an established book of business.
• FINRA Series 7 and NASAA 63/65/66 registration required; Life & Health license preferred or obtainable within 90 days of hire.
• Strong analytical, decision-making, problem-solving, and organizational skills; effective communication.
• Experience in financial services sales and knowledge of investments and insurance products.

Responsibilities

• Actively engaged within the branch territory to grow member base and relationships.
• Conduct local seminars and member engagement events to grow the book of business.
• Partner with Wealth Advisor to segment the book by needs and complexity.
• Provide investment consultations and service for life insurance and investment products.
• Administer accounts in compliance with FINRA, NASAA, SEC procedures.
• Execute client purchase/sales orders for current/new clients.
• Monitor accounts and report performance to leadership.

Skills

Prospecting

Relationship building

FINRA Series 7

NASAA 63/65/66

Life & Health License

Interpersonal skills

Education

Bachelor's degree in Business, Finance or Management

Tools

CRM software

Financial analysis software

Excel

Job description

Navy Federal Credit Union is recruiting a financial consultant/advisor to provide basic financial guidance and promote NFFG products and services to members and non-members. This role supports the growth of the book of business and coordinates with Wealth Advisors within the assigned territory.

The position requires FINRA Series 7 and NASAA registrations (63/65/66) with Life & Health License preferred or obtainable within 90 days. Hybrid schedule in Matthews, NC area.