Financial Advisor - Vacaville

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.

Responsibilities

• Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
• Conducts local seminars and member engagement events to grow book of business
• Presents investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
• Administers and documents account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
• Reviews accounts to communicate account status, explain activities and inform clients of new offerings
• Manages moderate dollar volume and moderate member bases

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)

Qualifications

• Effective analytical, decision-making, problem-solving and organizational skills
• 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 tact
• 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
• 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
• Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures

Skills

• Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
• Desire to pursue relevant financial services designation

Benefits

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.

Pay

Total Cash Compensation Base Pay Range ($70,304 - $75,000) + Variable Compensation Pay + Annual Incentive

Schedule

Monday - Friday, 9:00 AM – 5:30 PM

Hours

Hybrid

Additional Information

Location: 2040 Harbison Drive Ste E, Vacaville, California 95687

This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.

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.

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.