Financial Advisor

Navy Federal Credit Union
Springfield, VA
Jan 14, 2019
Jan 15, 2019
Full Time
Employee Perks Why 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 Purpose To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends 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 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 in more advanced financial counseling to support higher-volume complex member bases and/or Credit Union Registered Member 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, SEC regulations 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, effective market-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 completing required 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 and external 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 assigned Qualifications Bachelor's Degree in Business Administration, Finance or Management or related field or the equivalent combination of training, education, and experienceExtensive experience in accounting, securities and/or insurance requiring exposure to requisite regulations and principlesExtensive 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 to grow 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 7 (Required)Life and Health InsuranceNASAA 63 NASAA 65 NASAA 66 DesiredCertified Financial PlannerChartered Financial ConsultantChartered Life UnderwriterWork Days: Monday - FridayWork Hours: 9:00AM - 5:30PMLocation: 1125 South Tower Road, Aurora, CO 80017Bank Secrecy SectionRemains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.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

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