- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
- Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and develop business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for current/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
- Perform other duties as assigned or appropriate
- 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
- Military Times 2022 Best for Vets Employers
- WayUp Top 100 Internship Programs
- Forbes 2022 The Best Employers for New Grads
- Fortune Best Workplaces for Women
- Fortune 100 Best Companies to Work For
- Computerworld Best Places to Work in IT
- Ripplematch Campus Forward Award - Excellence in Early Career Hiring
- Fortune Best Place to Work for Financial and Insurance Services
-
Investment Advisor
2 weeks ago
Navy Federal Credit Union Pensacola, United StatesOverview · To 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 ...
-
Voya Pensacola Financial Advisor
1 week ago
Voya Financial Advisors Inc Pensacola, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pensacola area to work plan sponsor relationships. · This position will be res ...
-
Incline Wealth Pensacola, United StatesChoreo Names Chief Investment Officer from BDO USA · Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research. · Choreo, a Chicago-based RIA overseeing more than $24 billion for more than 7,200 households and almost 10 ...
-
Financial Representative
1 week ago
Northwestern Mutual Pensacola, United StatesThe Pensacola Florida Northwestern Mutual office is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovativ ...
-
Director of Case Design
1 week ago
SWAN Capital Pensacola, United StatesDirector of Case Design · Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company? SWAN Capital, in Pensacola, FL is seeking an individual to perform diverse planning and administrative funct ...
-
Gastro Health Pensacola, FL, United StatesGastro Health is an extensive and diverse group of professionals dedicated to digestive and liver health. Now with 150 locations in seven states, our team of physicians, advanced practice providers, nutritionists, technicians, and support team are on a mission to provide outstand ...
-
Gastro Health Pensacola, United StatesOur prestigious GI Care Center in PENSACOLA, FLORIDA, is seeking a FULL-TIME GASTROENTEROLOGIST to become our newest partner · Join the Gastro Health team of over 700 providers and allied health professionals as we deliver uncompromising patient care at more than 145 locations a ...
-
Service Technician- Audi Pensacola
4 days ago
Sonic Automotive Pensacola, United StatesJob Description · Job DescriptionCompany Description · At Audi Pensacola, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; t ...
-
Geosyntec Consultants Pensacola, United StatesOverview: · Do you want to build an impactful career to change the world for the better? · Geosyntec has an exciting opportunity for an Early-Career Civil or Water Resources Engineer in our Pensacola, Florida office. The position will have the opportunity to apply academic know ...
-
Voya Pensacola Financial Advisor
5 days ago
Voya Financial Advisors Pensacola, United StatesJob Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pensacola area to work plan sponsor relationsh ...
-
Medical Case Manager III
3 days ago
CorVel Corporation Pensacola, United States OTHERCorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Panama City/Pensacola FL area. · Work from home, and on the road. Full time or Part time available. · As a Medical Case Manager you wi ...
-
Mid-Career Civil or Water Resources Engineer
1 week ago
Geosyntec Consultants Pensacola, United StatesOverview: · Do you want to build an impactful career to change the world for the better? · Geosyntec has an exciting opportunity for a Mid-Career Civil or Water Resources Engineer in our Pensacola, Florida or Mobile, Alabama office. The position will dig into the details of env ...
-
Gastroenterologist needed in Pensacola, Florida
2 weeks ago
Gastro Health Pensacola, FL, United StatesOur prestigious GI Care Center inPENSACOLA, FLORIDA, is seeking aFULL-TIME GASTROENTEROLOGISTto become our newest partner · Join the Gastro Health team of over 700 providers and allied health professionals as we deliver uncompromising patient care at more than 145 locations acros ...
-
Medical Case Manager III
2 days ago
CorVel Healthcare Corporation Pensacola, United States Part timeJob Description · Job DescriptionCorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Panama City/Pensacola FL area. · Work from home, and on the road. Full time or Part time available. · ...
-
Senior Internal Auditor
1 week ago
Navy Federal Credit Union Pensacola, United StatesOverview · Navy Federal's Internal Audit team is in the midst of an exciting transformational journey to become a best-in-class Audit function It is our vision to be a preferred advisor to the business by building and cultivating trust through the consistent execution of high-qu ...
-
Cox Communications Pensacola, United StatesSenior Sales Manager, Multi- Family - Cox Communities · The Senior Sales Manager Multi-Family is responsible for directly managing a team of Account Executives, matrix managing sales support resources responsible for growing revenue, penetration and ensuring customer satisfacti ...
-
Gastro Health Pensacola, United States Full timeGastro Health is an extensive and diverse group of professionals dedicated to digestive and liver health. Now with 150 locations in seven states, our team of physicians, advanced practice providers, nutritionists, technicians, and support team are on a mission to provide outstand ...
-
housekeeper - part time
1 week ago
Watercrest Senior Living Group Santa Rosa, FL, United States Part timeSERVANT LEADERSHIP: · Watercrest Senior Living Group associates answer a calling to serve seniors and their families every day. They are recognized for their achievements and empowered to share their vast experience with their peers ensuring the quality of our assisted living and ...
Investment Advisor - Pensacola, United States - Navy Federal Credit Union
Description
OverviewTo 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.Responsibilities
Hours:
Monday - Friday, 9:30AM - 6:00PM CST
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131
About Us
You have goals, dreams, hobbies, and things you're passionate about—what's important to you is important to us.
We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them—friends, family, and passions.
And we're looking for team members who are passionate about our mission—making a difference in military members' and their families' lives.
Together, we can make it happen.Don't take our word for it:
Equal Employment Opportunity:
Navy Federal values, celebrates, and enacts diversity in the workplace.
Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.
EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/DisabilityDisclaimers:
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position.
Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume.
Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market positionBank Secrecy Act:
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQNUMBER:
17753
