About this role
Supports daily operations and functions of Navy Federal Investment Services (NFIS). Drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency. Provides coaching and oversight to team while supporting business initiatives through cross-functional partnership. Uses data insights and frontline perspective to improve performance and support execution of NFIS priorities.
- Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience
- 5+ years of experience in financial services, investment management, or related field
- Experience supporting advisor performance, including coaching and production-based metrics
- Working knowledge of investment products, financial planning concepts, and regulatory requirements
- Demonstrated ability to analyze performance data and provide insights
- Effective communication and collaboration skills
- Ability to operate in a regulated environment with sound judgment
- Relevant licenses (FINRA Series 7, 66, or combination of 63 & 65, Life & Health)
- Relevant licenses (FINRA Series 24 ) or ability to obtain or ability to obtain within 120 days of start date
Desired Qualifications
- Professional designations such as CFP, ChFC, or CLU
Additional Information
Hours:
- Monday - Friday, 8:30AM - 5:30PM (Hybrid)
Location:
- 9999 Willow Creek Road San Diego, CA 92131
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019