Financial Advisor - Lexington Park or Waldorf, MD

Financial Consultant

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 Navy Federal Investment Services (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.

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
• Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
• 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, and less complex, 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 :

Desired Qualifications :

Hours : Monday - Friday, 9 : 00 5 : 30 Hybrid

Location : 46241 Corporate Way, Lexington Park, Maryland 20653 | 3054 Waldorf Marketplace, Waldorf, Maryland 20603

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

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 Fortune Best Workplaces for Women 2024 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2024 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

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.

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.

REQNUMBER : 27282