Financial Advisor

Navy Federal Credit Union
Springfield, VA
Jun 19, 2017
Jun 21, 2017
Full Time
Employee PerksWhy You Will Love Being Part of the Navy Federal Team:*Competitive compensation with opportunities for annual raises, promotions, and bonus potential*Best-in-Class Benefits! (7% 401k match / Pension plan / Tuition reimbursement / Great insurance options)*On-site amenities include fitness center, wellness center, cafeteria, etc. at Pensacola, FL; Vienna, VA and Winchester, VA campuses*Consistently Awarded Top Workplace*Nationally recognized training department by TRAINING Magazine*An employee-focused, diverse, and service-oriented workplace environmentBasic PurposeFinancial AdvisorDescriptionTo provide financial consulting services to assist members and non-members with identifying their financial goals andobjectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriatemixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms.Manages more complex, high dollar volume, and larger member bases. Mentors and trains Associate Financial Advisors inmore advanced financial counseling to support higher volume complex member bases and/or Credit Union RegisteredMember Service Representatives when assigned. ResponsibilitiesAct as a catalyst for promotion and growth of NFFG products and services through training activities and marketing events Administer and document account activity and execution per NFFG process and procedures and FINRA, NASAA, SECregulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offeringsDevelop pipeline of internal/external referral sources to ensure continuous prospects and mutual collaboration between business units Establish, maintain and develop trust and effective advisory, fiduciary relationships with clients to ensure growth into high dollar/complex accountsExecute and document client and broker purchase and sales orders to include interfacing with clearing brokers, research of discrepancies and inquiries Implement NFFG's Corporate Marketing Plan, applying a needs-based approach to build, maintain strong, effectivemarket-shareKeep current with financial industry trends and communicates information across internal business lines and updates clients Maintain regulatory required registrations (including Life and Health Insurance) in good standing to include completingrequired industry continuing educationManage complex, high dollar volume and larger member bases requiring advanced decision making and analytical/planning skillsMentor less experienced staff in advanced techniques Monitor and track sales performance and strategies to ensure individual and corporate goals are achievedPerform in-depth on-going research to acquire new accounts in assigned territory to increase market sharePlan and conduct insurance and investment seminars to initiate cross marketing for clients and prospects to grow market penetration Prepare ad hoc and required industry and regulatory reports including audit inquires in compliance with internal andexternal regulations Provide financial consulting services to members and non-members to assist them to reach their financial and investment goals using industry expertise Provide Life Insurance Services including price quotes, proposal preparations, terms of sales and delivery dates Willingness to obtain CFP, CHFC and CLU after one year of successful employment Perform other duties as assignedQualifications Bachelor's Degree in Business Administration, Finance or Management or related field or the equivalent combination oftraining, education, and experienceExtensive experience in accounting, securities and/or insurance requiring exposure to requisite regulations andprinciplesExtensive experience in consulting with customers to access their financial status and identify investment needsExtensive experience in relating, negotiating and being assertive with and influencing client accountsSignificant experience in conducting marketing promotions and educational seminars to internal/external audiencesSignificant experience in designing, promoting and implementing business development and marketing strategies togrow market penetrationAdvanced knowledge of investment and insurance productsAdvanced analytical skill to interpret client needs into financial solutions and satisfactionAdvanced skill analyzing and organizing problems or work processes for technical solutionsAdvanced skill applying innovative approaches to solve technical design issuesFINRA Series 6FINRA Series 7Life and Heath InsuranceNASAA 63NASAA 65NASAA 66Desired - Certified Financial PlannerDesired - Chartered Financial ConsultantDesired - Chartered Life Underwriter Bank Secrecy SectionRemains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.Equal Employment OpportunityNavy 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/Disabili

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