Financial Planning & Analysis Analyst supporting financial planning, performance management and decision - making for a complex international division. Producing reports and insights for senior leadership.
About the role
- Investment Advisor providing financial consulting services and promoting NFIS products via phone or video. Managing accounts and partnering with Financial Advisors for advanced needs.
Responsibilities
- 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 of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
- Manage smaller dollar volume account size and less complex investment needs.
- Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
- Works on assignment that are moderately difficult and under supervision.
Requirements
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
- 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 tack
- 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
- Highly competitive pay
- Generous benefits and perks
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
FP&A Analyst connecting finance with operations and production at Destinus, revolutionizing defense industry with UAVs.
Outbound Financial Services Representative reaching out to clients at CIBC. Advising on financial services products and assisting with their financial needs through a fast - paced Contact Centre.
Finance Manager leading financial operations at Vintage Cash Cow, facilitating team development and overseeing financial processes. Ensuring compliance and driving process improvements in a growing environment.
Finance Specialist managing financial operations at fintech company Younited. Ensuring quality financial information and supporting local operations growth.
Group Finance Manager overseeing financial reporting and compliance at Aurecon. Leading audit processes and implementing financial governance in a dynamic consulting environment.
Finance Intern supporting budgeting, forecasting, and financial reporting at CAE. Opportunity for foundational skills development in corporate finance with cross - functional team exposure.
Senior D365 Finance Consultant providing consultancy and support services for ColumbusGlobal. Resolving customer issues and performing training activities with D365 Finance expertise.
Senior D365 Finance Consultant resolving customer issues and providing consultancy services for Columbus Dynamics. Collaborating with teams and conducting training while addressing client needs.
Investment and Retirement Planner developing tailor - made financial planning and investment solutions for RBC clients. Collaborating with teams to acquire new clients and maintain existing relationships.