Financial Advisor job at Navy Federal Credit Union in Dale City, VA
Financial Advisor Duties:
To assist members in achieving their financial objectives, we collect and analyze information about their financial situations and provide counseling alongside recommendations for suitable investment options. This encompasses packaged products such as managed fee-based programs, mutual funds, variable annuities, as well as individual securities. Registration is mandated by the Navy Federal Financial Group or the incumbent broker/dealer, along with life and health insurance products, during the appointment of either the Navy Federal Financial Group or the incumbent insurance agency.
Financial Advisor Required Skills, Knowledge & Abilities:
- Extensive experience within the financial services industry in a position with extensive customer interaction with proven success in accurately assessing customers’ financial needs, in determining appropriate investment and other financial opportunities for clients, and in recommending products and services;
- FINRA Series 6 or 7, and NASAA Series 65 or 66 (and NASAA Series 63 in states where required)registration and Life & Health Insurance License or ability to obtain within 120 days of employment;
- Extensive knowledge and understanding of industry related laws and government regulations;
- Thorough knowledge of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data;
- Demonstrated proficiency in two or more of the following areas: Share Certificates, Individual Retirement Accounts, Lending & Credit Insurance, Mortgages, Checking, ATM, Savings and other financial institution products;
- Strong interpersonal, verbal and written communication skills;
- Strong analytical, decision-making, problem-solving and organization skills;
- Appointment by the sponsoring insurance company;
- Appointment by the sponsoring broker-dealer;
- Working knowledge of investment and insurance products;
- Experience in business development to include market strategy, product demonstration and promoting goods and services;
- Proficiency in the use of PCs and spreadsheet, database, word processing applications, and financial analysis software tools.
Financial Advisor Desired Qualifications:
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or relevant professional experience;
- Ability and willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment.
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