Navy Federal Credit Union

Investment Advisor

SAN DIEGO, CAPosted a month ago

Job summary

  • Job post source

    This job is directly from Navy Federal Credit Union

  • Job overview

    The Investment Advisor role involves providing financial consulting services to help clients identify and achieve their financial goals, promoting Navy Federal Investment Services products.

  • Responsibilities and impact

    Daily responsibilities include offering investment expertise, managing accounts, developing client relationships, executing securities transactions, and ensuring compliance with regulatory standards.

  • Experience and skills

    Candidates must have FINRA Series 7 and NASAA Series 63/65 or 66 registration, with a preference for a Life & Health Insurance License, alongside strong analytical and communication skills.

  • Work environment and culture

    Navy Federal Credit Union values meaningful work and encourages employees to balance their professional and personal lives, emphasizing a mission-driven approach to serving military members and their families.

  • Company information

    Navy Federal Credit Union is dedicated to serving military members and their families, recognized for its commitment to diversity and inclusion, and has received numerous accolades for being a top employer.

  • Job location and travel

    The position is available at locations in Vienna, VA, Pensacola, FL, and San Diego, CA, with standard working hours from Monday to Friday.

Company overview

Navy Federal Credit Union is a member-owned financial institution that primarily serves the U.S. military community, veterans, and their families. They offer a wide range of financial products and services, including savings and checking accounts, loans, credit cards, and mortgages. Established in 1933, Navy Federal has grown to become the largest credit union in the world, with over 10 million members and assets exceeding $150 billion. Their revenue is generated through interest on loans, fees for services, and investments.

How to land this job

  • Tailor your resume to highlight your financial consulting experience, emphasizing your expertise in investment and insurance products, as these are crucial for the Investment Advisor role at Navy Federal Credit Union.

  • Showcase your ability to build and maintain business relationships, as well as your experience in conducting client consultations, which are key responsibilities of the position.

  • Apply through multiple channels, including Navy Federal's corporate site and LinkedIn, to maximize your exposure and increase your chances of landing an interview.

  • Reach out to professionals in the investment services division at Navy Federal Credit Union on LinkedIn to inquire about the role and gain insights; ice breakers could include asking about their experiences with client consultations or recent changes in the investment landscape.

  • Optimize your resume for ATS by incorporating relevant keywords from the job description, such as 'financial consulting,' 'investment products,' and 'client relationships,' to ensure it passes initial screenings.

  • Consider utilizing Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume, identifying the best application channels, and helping you connect with potential networking contacts at Navy Federal Credit Union.

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