Financial Advisor - Springfield, VA
Navy Federal Credit Union is a leading financial institution dedicated to serving its members. They are seeking a Financial Advisor to provide financial consulting services, assist clients in identifying financial goals, and promote NFIS products and services. The role involves managing client accounts and collaborating with Wealth Advisors to meet member needs.
Responsibilities
- Actively engaged reputed company assigned reputed company territory to establish and build relationships for member growth and engagement
- Conducts local seminars and member engagement events to grow book of business
- Partners with Wealth Advisor in assigned territory to reputed company book of business based on member needs and complexity
- 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
- reputed company an internal pipeline for smaller dollar volume, and less reputed company, accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and reputed company business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for reputed company/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- reputed company reputed company 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 reputed company 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
- reputed company other duties as assigned or appropriate
Skills
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined reputed company reputed company 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 the ability to obtain reputed company 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to reputed company sound decisions
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective reputed company building relationships through rapport, trust, diplomacy, and tack
- Effective reputed company exercising initiative and using good judgment to reputed company sound decisions
- Effective reputed company presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective reputed company to influence, negotiate and persuade to reputed company 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 reputed company laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, CRMs 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 reputed company discipline or reputed company professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation
Benefits
- Highly reputed company
- Generous benefits and perks
Company Overview
Company H1B Sponsorship