FP&A Intern working on financial analysis and process improvement utilizing AI tools. Collaborating with cross - functional teams for data - driven decision making in a SaaS environment.
About the role
- Investment Advisor at Navy Federal assisting clients in achieving financial goals through consultations. Working with insurance and investment products while managing smaller accounts.
Responsibilities
- 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 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.
- Manage smaller dollar volume account size and less complex investment needs.
- Partner with and refer advanced financial planning needs to NFIS Financial Advisors when needed.
- Work on assignments that are moderately difficult and under supervision.
Requirements
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required.
- 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.
- 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, 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 preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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