Financial Advisor

Navy Federal Credit Union

. Establish and build relationships within the assigned branch territory for member growth and engagement .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment and insurance products, regulatory compliance, and business development strategies. Proven ability to build relationships and effectively communicate with clients while managing accounts and executing sales strategies.

Highest-signal resume keywords

FINRA Series 7 RegistrationNASAA Series 63/65 or 66 RegistrationLife & Health Insurance LicenseInvestment Industry ExpertiseBusiness Development Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementFinancial AnalysisInvestment ConsultationMarket Strategy DevelopmentSales Order ExecutionRegulatory ComplianceProspectingClient Relationship ManagementData AnalysisReport Preparation

Soft Skills

Analytical SkillsDecision-MakingProblem-SolvingInterpersonal CommunicationNegotiation Skills

Tools & Technologies

CRM SoftwareSpreadsheet ApplicationsDatabase ApplicationsWord Processing ApplicationsFinancial Analysis Software

Certifications & Qualifications

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life & Health Insurance License

Industry Keywords

Investment ProductsInsurance ProductsRegulatory StandardsNavy Federal/NFFGFinancial MarketsEconomic PrinciplesBankingClient EngagementSales Performance TrackingMarket Growth Opportunities

About the role

Key responsibilities & impact

Establish and build relationships within the assigned branch territory for member growth and engagement
Conduct local seminars and member engagement events to grow the book of business
Partner with the Wealth Advisor to segment the book of business based on member needs and complexity
Provide investment industry expertise during client investment consultations and service life insurance and investment products
Administer and document account activity and execution in accordance with NFFG procedures and FINRA, NASAA, and SEC regulations
Review accounts, communicate account status, explain activities, and inform clients of new offerings
Develop an internal pipeline for smaller-dollar-volume and less-complex accounts
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase and sales orders of securities
Identify prospective participation partners and opportunities through prospect calling, networking, and existing participation business
Monitor legislative and industry updates to identify market growth opportunities and potential concerns
Monitor accounts, identify discrepancies or errors, and take remedial action
Track and report individual sales-plan performance and assigned strategies to leadership
Participate in site audits of registered duties and ensure compliance with Navy Federal, FINRA, NASAA, SEC, and other regulatory standards
Prepare standard and special reports required by FINRA, NASAA, and SEC
Participate in industry and internal audits
Perform other assigned or appropriate duties

Requirements

What you’ll need

Proven ability to prospect and grow an established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required
Life & Health Insurance License preferred, or ability to obtain within 90 days of hire
Effective analytical, decision-making, problem-solving and organizational skills
Effective interpersonal, verbal, and written communication skills
Effective planning, organizational, time management and problem-solving skills
Ability to build relationships through rapport, trust, diplomacy, and tact
Ability to present findings, conclusions, alternatives, and information clearly and concisely
Ability to influence, negotiate and persuade to reach agreeable exchanges and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development, including market strategy, product demonstration, and promotion of products and services
Experience consulting with customers to assess financial status and identify investment needs
Knowledge of investment and insurance products
Knowledge of industry-related laws and government regulations
Proficiency with PCs, spreadsheet, database, word processing applications, CRMs, and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, and financial data analysis and reporting
Bachelor’s degree in Business Administration, Finance, Management, or related discipline, or related professional experience is desired
Knowledge of Navy Federal/NFFG organization, programs, policies, and procedures is desired
Desire to pursue relevant financial services designation

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks
Variable Compensation Pay
Annual Incentive
Employee referral program
Hybrid work arrangement