Investment Advisor

Navy Federal Credit Union

. Provide investment industry expertise for client investment consultations and servicing of life insurance and investment products .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $26 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment and life insurance products, ensuring compliance with FINRA, NASAA, and SEC regulations while effectively managing client relationships and account activities. Proficient in financial analysis and business development, with strong communication and problem-solving skills.

Highest-signal resume keywords

FINRA Series 7 RegistrationNASAA Series 63/65 or 66 RegistrationLife & Health Insurance LicenseInvestment and Insurance Product KnowledgeBusiness Development Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisMarket Strategy DevelopmentAccount ManagementRegulatory ComplianceSales Order ExecutionData ReportingProblem-SolvingInvestment Needs AssessmentEconomic Principles UnderstandingFinancial Data Reporting

Soft Skills

Effective CommunicationInterpersonal SkillsDecision-MakingOrganizational SkillsRelationship Building

Tools & Technologies

Spreadsheet ApplicationsDatabase ApplicationsWord Processing ApplicationsFinancial Analysis SoftwarePC Proficiency

Certifications & Qualifications

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

Industry Keywords

Investment Industry ExpertiseClient Investment ConsultationsNavy Federal/NFFG ComplianceLegislative Updates MonitoringMarket Growth Opportunities

About the role

Key responsibilities & impact

Provide investment industry expertise for client investment consultations and servicing of 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 accounts
Establish, maintain and develop business relationships with members and internal/external sources
Execute customer and broker purchase and sales orders for securities
Identify prospective participation partners and opportunities through prospect calling, networking and existing business
Monitor legislative and industry updates to identify market growth opportunities and 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

FINRA Series 7 registration required
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 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, including market strategy, product demonstration and promoting 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, 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, Management or related discipline, or related professional experience (desired)
Knowledge of Navy Federal/NFFG organization, programs, policies and procedures (desired)
Desire to pursue designations such as CFP, ChFC, CLU (desired)
Ability to work Monday–Friday, 8:30 AM–5:00 PM

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks
Meaningful career experience
Energized, engaged and committed culture
Appreciation and rewards for teams