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Investment Advisor

Dallas, TX · On-site

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 ...

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Investment Advisor

Coppell, TX • On-site

Navy Federal Credit Union
Finance and Insurance • 10K+ employees
Learn more about Navy Federal Credit Unionexternal

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Key responsibilities

  • 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.

  • Establish, maintain, and develop business relationships with members and internal/external sources.

Navy Federal Credit Union rating

8.1

Company rating: 8.1 out of 10

Based on 276 frontline employees who took The Breakroom Quiz

Job description


To 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.
Responsibilities
  • 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.
  • Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
  • Establish, maintain, and develop business relationships with members and internal/external sources.
  • Execute customer and broker purchase/sales orders of securities for current/new clients.
  • Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
  • Keep current 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 comply 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.
  • Perform other duties as assigned or appropriate

Qualifications
  • 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

Desired Qualifications
  • 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

Additional Information
Hours:
  • Monday - Friday, 9:00AM - 5:30PM (Hybrid)

Location:
  • 3300 Olympus Blvd. Suite 550, Coppell, TX 75019

About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
  • FORTUNE 100 Best Companies to Work For® 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld® Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE® Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes® 2025 America's Best Large Employers
  • Forbes® 2025 America's Best Employers for New Grads
  • Forbes® 2025 America's Best Employers for Tech Workers
  • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
  • Military.com Top Military Spouse Employers 2025
  • 2025 Handshake Early Talent Award

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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