Financial Advisor - Matthews, NC

External

Navy Federal Credit Union · Matthews, NC

$55K–$75K/yrFull-timeOn-site1d ago

ComplianceDocumentationFinancial AnalysisLeadershipLess

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About the role

To provide basic 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 moderate dollar volume and moderate member bases. Navy Federal provides much more than a job. We

Requirements

Proven ability to prospect and grow and established book of business

Ability to generate GDC based on defined thresholds within a specified period of time

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, CRMs 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 relevant financial services designation

Additional Information

Hours:

Monday - Friday, 9:00 AM - 5:30 PM (Hybrid)

Total Cash Compensation:

Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive

Location:

2304 Matthews Township Parkway, E 104 , Matthews, NC 28105

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Financial Advisor - Matthews, NC

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