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Job Details

Financial Advisor

Job Summary

  • Company: Navy Federal Financial Group
  • Location: Springfield, Virginia (Springfield, Virginia)
  • Compensation: Commission

Job Description

To assist members with meeting their financial goals through collecting and analyzing information regarding their financial circumstances, counseling and recommending of appropriate investments. This includes packaged products such as managed fee-based programs, mutual funds, variable annuities, as well as individual securities. Registration is required by NFFG or incumbent broker/dealer, and life & health insurance products while appointed Navy Federal Financial Group, Insurance Agency or incumbent insurance agency.

Target Qualifications:

Extensive experience within the financial services industry in a position with extensive customer interaction with proven success in accurately assessing customers' financial needs, in determining appropriate investment and other financial opportunities for customers, and in recommending products and services;
FINRA Series 6 or 7, and NASAA Series 65 or 66 (and NASAA Series 63 in states where required)registration and Life & Health Insurance License or ability to obtain within 120 days of employment;
Extensive knowledge and understanding of industry related laws and government regulations;
Thorough understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data;
Demonstrated proficiency in two or more of the following areas: Share Certificates, Individual Retirement Accounts, Lending & Credit Insurance, Mortgages, Checking, ATM, Savings and other financial institution products;
Strong interpersonal, verbal and written communications skills;
Strong analytical, decision-making, problem-solving and organization skills;
Appointment by the sponsoring insurance company;
Appointment by the sponsoring broker-dealer;
Working knowledge of investment and insurance products;
Experience in business development to include market strategy, product demonstration and promoting products and services;
Proficiency in the use of PCs and spreadsheet, database, work processing applications, and financial analysis software tools.

Desired Qualifications:

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;
Ability and willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment.

Relocation: Relocation expenses will not be covered.

Navy Federal Credit Union values, celebrates and enacts diversity in the workplace. EOE/AA/M/F/V/D

Candidates interested in applying to this role should e-mail