Financial Advisor - Cherry Hill, NJ
Navy FederalCherry Hill Township, New Jersey, United States
Posted November 6, 2025
Full Time
About the Company
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.
Job Description
Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives. Act as a catalyst for the promotion and growth of NFIS products and services.
Requirements
- 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
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- 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
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Benefits
- TalentQuest employee referral program
- Generous benefits and perks
