Investment Advisor

Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend 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 Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignment that are moderately difficult and under supervision. Requirements FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) 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. 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 Core Competencies Demonstrates expertise in financial consulting, investment and insurance products, and regulatory compliance, while effectively building relationships and communicating with clients to achieve their financial goals. Highest-signal resume keywords FINRA Series 7 NASAA Series 63/65 or 66 Life & Health Insurance License Financial Analysis Software Proficiency Business Development Experience ATS Optimization Keywords Hard Skills Investment Knowledge Insurance Product Knowledge Financial Consulting Market Strategy Development Financial Data Analysis Regulatory Interpretation Decision-Making Problem-Solving Time Management Organizational Skills Soft Skills Interpersonal Skills Verbal Communication Written Communication Relationship Building Negotiation Skills Certifications & Qualifications FINRA Series 7 NASAA Series 63/65 or 66 Life & Health Insurance License CFP ChFC CLU Industry Keywords Financial Goals Investment Needs Navy Federal Investment Services Financial Markets Economic Principles Banking Practices Financial Reporting Client Consultation Product Demonstration Regulatory Compliance Tools & Technologies PC Proficiency Spreadsheet Applications Database Applications Word Processing Applications #J-18808-Ljbffr Jobtailor