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Listed below are the top 10 out of 709 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in STAFFORD, VA


 
 

Jan 19

Sunrise Senior Living - McLean, VA US

Sunrise Senior Living is seeking a Financial Analyst at our McLean, Virginia location. The Financial Analyst will work within the budget team of Sunrise and ...

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Confidential Company - Mc Lean, VA Us

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Kforce is seeking an experienced Financial Manager for a Fort Belvoir client. Tasks will include: * Prepare Civilian Pay budget projections * Prepare Civilian ...
 

To view more listings click here to search Accounting & Finance Jobs in STAFFORD, VA


For your reference, we have included the original job posting below.




Financial Advisor Job


Job Number:22786002
Company Name:Navy Federal Credit Union
Job Location:STAFFORD, VA US
Job Category:Accounting & Finance
 

Financial Advisor Job
Job Description
Job Title:
Financial Advisor
Job ID:
9242
Location: VA- Stafford (Garrisonville)
Full/Part Time:
Full-Time
Regular/Temporary:
Regular

Posting Description
Duties:
To assist members with meeting their financial goals through collecting and analyzing information regarding their financial circumstances, counseling and recommending of appropriate investments. This includes packaged products such as managed fee-based programs, mutual funds, variable annuities, as well as individual securities. Registration is required by NFFG or incumbent broker/dealer, and life & health insurance products while appointed Navy Federal Financial Group, Insurance Agency or incumbent insurance agency.

Target Qualifications:

Extensive experience within the financial services industry in a position with extensive customer interaction with proven success in accurately assessing customers' financial needs, in determining appropriate investment and other financial opportunities for customers, and in recommending products and services;
FINRA Series 6 or 7, and NASAA Series 65 or 66 (and NASAA Series 63 in states where required)registration and Life & Health Insurance License or ability to obtain within 120 days of employment;
Extensive knowledge and understanding of industry related laws and government regulations;
Thorough understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data;
Demonstrated proficiency in two or more of the following areas: Share Certificates, Individual Retirement Accounts, Lending & Credit Insurance, Mortgages, Checking, ATM, Savings and other financial institution products;
Strong interpersonal, verbal and written communications skills;
Strong analytical, decision-making, problem-solving and organization skills;
Appointment by the sponsoring insurance company;
Appointment by the sponsoring broker-dealer;
Working knowledge of investment and insurance products;
Experience in business development to include market strategy, product demonstration and promoting products and services;
Proficiency in the use of PCs and spreadsheet, database, word processing applications, and financial analysis software tools.

Desired Qualifications:

Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience;
Knowledge of Navy Federal/NFFG organization, programs, policies and procedures;
Ability and willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment.
Equal Employment Opportunity
Navy Federal Credit Union values, celebrates and enacts diversity in the workplace. EOE/AA/M/F/V/D


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