Investment Advisor
Investment Advisor
Navy Federal Credit Union
Pensacola, FL
Job ID : 374f2f7156306c366c515a392b744b3448413d3d
Job Description :
YOUR LIFE'S MISSION: POSSIBLE
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.
- Military Times 2021 Best for Vets Employers
- WayUp Top 100 Internship Programs
- Forbes® 2022 The Best Employers for New Grads
- Forbes® America's Best Employers
- Newsweek Top 100 Most Loved Workplaces
- Fortune Best Workplaces for Women
- Fortune 100 Best Companies to Work For®
- Computerworld® Best Places to Work in IT
Basic Purpose
Responsibilities
- 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
Qualifications
- Current and active FINRA Series 6, 7, NASAA Series 65 or 66 (and NASAA Series 63 in states where required) registration and Life & Health Insurance License
- 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
Desired Qualifications and Education Requirements:
- 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
Hours: Monday - Friday, 9:30AM - 6:00PM
Location: 5550 Heritage Oaks Dr. Pensacola, FL 32526
Navy Federal is now hybrid! Our standard enterprise requirement for a hybrid schedule is to report on-site 4-16 days each month. The number of days reporting on-site will ultimately be determined by the employee's leadership and business unit needs. You will learn more throughout the hiring and on boarding process.
Salary Range: $24.00 - $30.00 hourly
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 position.
Posting End Date: 03/17/23
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.
#LI-Hybrid
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
Disclaimer
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.
Bank Secrecy Act
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Company Details :
Name : Navy Federal Credit Union
CEO : Mary McDuffie
Headquarter : Vienna, VA
Revenue : Unknown / Non-Applicable
Size : 10000+ Employees
Type : Self-employed
Primary Industry : Banking & Lending
Sector Name : Financial Services
Year Founded : 1933
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Details
: Pensacola, FL
: 24 - 30 USD HOURLY
: Today