Financial Advisor - Annapolis

Location: Hybrid role based at 825 Bestgate Rd, Annapolis, Maryland, or 16409 Heritage Blvd, Bowie, Maryland, United States. Monday–Friday, 9:00 AM–5:30 PM.

Salary: $55,000–$75,000 annual base pay plus variable compensation and annual incentive.

Company

hirify.global provides banking and financial services through Navy Federal Financial Group and related organizations.

What you will do

• Provide financial consultations and recommend suitable investment and insurance products based on client goals.
• Build relationships with members, prospects, and internal or external referral sources to grow the book of business.
• Conduct seminars, engagement events, prospecting activities, and client account reviews.
• Partner with Wealth Advisors to segment accounts and develop pipelines for less complex client needs.
• Execute securities purchase and sales orders, monitor account activity, identify discrepancies, and take corrective action.
• Prepare reports and participate in audits while maintaining compliance with FINRA, NASAA, SEC, and company requirements.

Requirements

• FINRA Series 7 and NASAA Series 63/65 or Series 66 registration required.
• Proven ability to prospect, develop business, and grow an established book of business.
• Experience consulting with customers, assessing financial status, and identifying investment needs.
• Knowledge of investment and insurance products, financial markets, banking, accounting, and applicable regulations.
• Strong analytical, communication, relationship-building, organizational, negotiation, and problem-solving skills.
• Proficiency with PCs, spreadsheets, databases, word-processing applications, CRMs, and financial analysis software.

Nice to have

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

Culture & Benefits

• Full-time hybrid work schedule with regular weekday hours.
• Competitive base pay with variable compensation and an annual incentive.
• Culture focused on employee engagement, appreciation, and career development.
• Employee referral program available for eligible referrals.