Financial Advisor

Location: Reston, Virginia, United States; hybrid schedule, Monday–Friday, 9:00 AM–5:30 PM.

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

Company

hirify.global provides financial services through Navy Federal Financial Group and its affiliated organizations.

What you will do

• Provide financial consultations and help members and non-members identify financial goals and investment needs.
• Recommend and service investment, securities, and life insurance products.
• Build relationships, prospect for clients, conduct local seminars, and grow the assigned book of business.
• Partner with Wealth Advisors to segment accounts and develop pipelines for less complex clients.
• Execute and document securities transactions, monitor accounts, resolve discrepancies, and report performance.
• Prepare regulatory reports and participate in audits under FINRA, NASAA, SEC, and company requirements.

Requirements

• Proven ability to prospect, develop business, and grow an established book of business.
• FINRA Series 7 and NASAA Series 63/65 or Series 66 registration required.
• Ability to obtain a Life and Health Insurance License within 90 days of hire, if needed.
• 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.

Nice to have

• 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.
• Employee referral program and a culture focused on engagement and appreciation.
• Benefits and additional employment perks are available through Navy Federal’s employee benefits program.