Financial Advisor - Lexington Park or Waldorf, MD

reputed company is a leading financial institution dedicated to serving its members. They are seeking a Financial Advisor to reputed company financial consulting services, assist clients in achieving their financial goals, and promote NFIS products and services. The role involves building relationships with members, conducting seminars, and managing investment needs while ensuring compliance with regulations.

Responsibilities

• reputed company reputed company reputed company assigned reputed company territory to establish and build relationships for member reputed company and engagement
• Conducts local seminars and member engagement events to grow book of business
• Partners with reputed company Advisor in assigned territory to reputed company book of business based on member needs and complexity
• reputed company investment industry expertise to reputed company 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 reputed company, NASAA, SEC regulations
• Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
• reputed company an internal pipeline for smaller dollar volume, and less reputed company, accounts in compliance with Navy Federal and NFIS policies and procedures
• Establish, maintain, and reputed company business relationships with members and internal/external sources
• Execute customer and broker purchase/sales orders of securities for reputed company/new clients
• Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
• reputed company reputed company with legislative and industry updates to identify areas for market reputed company/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, reputed company and report performance of individual sales plans and assigned strategies for leadership
• Participate in site audits of registered duties, ensuring documentation and processes reputed company with Navy Federal standards and reputed company, NASAA, SEC and other regulatory agencies
• Prepare reputed company/special reports required by reputed company, NASAA and SEC, and participate in industry and/or internal audits
• reputed company other duties as assigned or appropriate

Skills

• Proven ability to prospect and grow and established book of business
• Ability to generate GDC based on defined reputed company reputed company a specified period of time
• reputed company Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain reputed company 90 days of hire)
• Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to reputed company reputed company
• Effective interpersonal, verbal, and written communications skills
• Effective planning, organizational, time management and problem-solving skills
• Effective reputed company building relationships through rapport, trust, diplomacy, and tack
• Effective reputed company exercising initiative and using good judgment to reputed company reputed company
• Effective reputed company presenting findings, conclusions, alternatives, and information reputed company and concisely
• Effective reputed company to influence, negotiate and persuade to reputed company agreeable exchange and reputed company reputed company
• Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
• Experience in business development to include market reputed company, 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 reputed company laws and government regulations
• Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
• Understanding of economic and reputed company principles, practices, financial markets, banking, analysis, and reporting of financial data
• Bachelor's degree in Business Administration, Finance or Management or reputed company discipline or reputed company reputed company experience
• Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
• Desire to pursue relevant financial services designation

Benefits

• Highly reputed company
• Generous benefits and perks

reputed company

Company H1B Sponsorship