Financial Advisor - Lexington Park or Waldorf, MD

Navy Federal Credit Union is seeking a Financial Advisor to provide financial consulting services to members and non-members through telephone or video meetings. The role involves managing investment needs, building relationships, and promoting NFIS products while adhering to regulatory standards.ResponsibilitiesActively engaged within assigned branch territory to establish and build relationships for member growth and engagementConducts local seminars and member engagement events to grow book of businessPartners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexityProvide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment productsAdminister and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulationsConduct review of accounts to communicate account status, explain activities and inform clients of new offeringsDevelop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and proceduresEstablish, maintain, and develop business relationships with members and internal/external sourcesExecute customer and broker purchase/sales orders of securities for current/new clientsIdentify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation businessKeep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environmentMonitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actionsMonitor, track and report performance of individual sales plans and assigned strategies for leadershipParticipate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agenciesPrepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal auditsPerform other duties as assigned or appropriateSkillsProven ability to prospect and grow and established book of businessAbility to generate GDC based on defined thresholds within a specified period of timeFINRA Series 7 and combination of NASAA Series 63/65 or 66 registration requiredEffective analytical, decision-making, problem-solving and organizational skillsExercises initiative using good judgment to make sound decisionsEffective interpersonal, verbal, and written communications skillsEffective planning, organizational, time management and problem-solving skillsEffective skill building relationships through rapport, trust, diplomacy, and tackEffective skill exercising initiative and using good judgment to make sound decisionsEffective skill presenting findings, conclusions, alternatives, and information clearly and conciselyEffective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomesAbility to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory FirmExperience in business development to include market strategy, product demonstration and promoting products and servicesExperience consulting with customers to assess their financial status and identify investment needsEffective knowledge of investment and insurance productsEffective knowledge, to interpret industry related laws and government regulationsProficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis softwareUnderstanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial dataBachelor's degree in Business Administration, Finance or Management or related discipline or related professional experienceKnowledge of Navy Federal/NFFG organization, programs, policies and, proceduresDesire to pursue relevant financial services designationBenefitsHighly competitive payGenerous benefits and perksCompany OverviewSince 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained It was founded in 1933, and is headquartered in Vienna, Virginia, USA, with a workforce of 10001+ employees. Its website is http://www.navyfederal.org.Company H1B SponsorshipNavy Federal Credit Union has a track record of offering H1B sponsorships, with 217 in 2025, 110 in 2024, 106 in 2023, 76 in 2022, 38 in 2021, 19 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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