Financial Advisor (Finance)

Location: San Diego, CA, United States; hybrid schedule at 9999 Willow Creek Rd

Salary: $70,304–$75,000 base pay range, plus variable compensation and annual incentive.

Company

hirify.global provides financial services and investment products through Navy Federal Financial Group and its subsidiaries.

What you will do

• Provide financial consultations and recommend suitable investment and insurance products based on client goals.
• Build relationships with members, prospects, internal partners, and external referral sources to grow the book of business.
• Conduct local seminars, member engagement events, prospecting activities, and investment consultations.
• Partner with the Wealth Advisor to segment accounts according to member needs and complexity.
• Execute securities purchase and sales orders and administer, document, and review account activity.
• Monitor sales performance, account accuracy, audits, and compliance with FINRA, NASAA, SEC, and company requirements.

Requirements

• Proven ability to prospect, grow, and manage an established book of business.
• FINRA Series 7 and NASAA Series 63/65 or Series 66 registration required.
• Ability to obtain appointment by the sponsoring insurance company, broker-dealer, and/or Registered Investment Advisory Firm.
• Knowledge of investment and insurance products, financial markets, banking, accounting, analysis, and regulatory requirements.
• Strong analytical, decision-making, communication, relationship-building, planning, and organizational skills.
• Must be authorized to work in the United States without current or future sponsorship; Navy Federal does not provide sponsorship for this role.

Nice to have

• Life and Health Insurance License, or ability to obtain it within 90 days of hire.
• Bachelor’s degree in Business Administration, Finance, Management, or a related discipline, or equivalent professional experience.
• Knowledge of Navy Federal and NFFG programs, policies, and procedures.
• Interest in pursuing a relevant financial services designation.

Culture & Benefits

• Meaningful career experience in an energized, engaged, and committed environment.
• Competitive pay and generous benefits and perks.
• Monday–Friday schedule from 9:00 to 5:30 with hybrid work.
• Employee referral program eligibility.