Finance Jobs at Navy Federal Credit Union with Visa Sponsorship
Navy Federal Credit Union hires for Finance roles across financial analysis, risk, compliance, and treasury functions. The credit union has a consistent track record of sponsoring international talent in this function, making it a viable target if you're on an H-1B, OPT, or other work-authorized status.
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To 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.
Responsibilities
- Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
- Conducts local seminars and member engagement events to grow book of business
- Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
- Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and develop business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for current/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
- Perform other duties as assigned or appropriate
Qualifications
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- 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, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
About us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.
- Fortune 100 Best Companies to Work For 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America's Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity:
All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations:
If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers:
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams:
Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act:
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Overview
To 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.
Responsibilities
- Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
- Conducts local seminars and member engagement events to grow book of business
- Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
- Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
- Establish, maintain, and develop business relationships with members and internal/external sources
- Execute customer and broker purchase/sales orders of securities for current/new clients
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
- Perform other duties as assigned or appropriate
Qualifications
- Proven ability to prospect and grow and established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- 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, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
About us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.
- Fortune 100 Best Companies to Work For 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America's Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity:
All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations:
If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers:
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams:
Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act:
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
See all 5+ Finance at Navy Federal Credit Union jobs
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Get Access To All JobsTips for Finding Finance Jobs at Navy Federal Credit Union Jobs
Align your credentials to specialty occupation standards
Finance roles at Navy Federal must qualify as specialty occupations under USCIS criteria, meaning your degree field needs to directly match the position. A finance, accounting, or economics degree strengthens your petition far more than a general business credential.
Target roles in risk, compliance, and treasury
Navy Federal regularly fills analytical and compliance-heavy Finance positions that map cleanly to H-1B specialty occupation requirements. These functions carry stronger degree-field alignment and tend to support visa filings more straightforwardly than generalist finance titles.
Search Finance openings using Migrate Mate
Filter Navy Federal Credit Union Finance jobs by visa type on Migrate Mate to surface roles where sponsorship is actively available, saving time you'd otherwise spend cold-applying to positions that aren't open to international candidates.
Raise sponsorship early in recruiter conversations
Navy Federal's HR team handles sponsorship through a structured process. Confirm your visa type and work authorization timeline in the first recruiter screen so the hiring team can loop in immigration counsel before an offer is extended, not after.
Prepare for PERM documentation if pursuing permanent residence
Navy Federal sponsors EB-2 and EB-3 Green Cards for Finance roles, which requires a DOL PERM labor certification. Gather performance reviews, official job descriptions, and transcripts ahead of time because PERM documentation requests move quickly once the process starts.
Finance at Navy Federal Credit Union jobs are hiring across the US. Find yours.
Find Finance at Navy Federal Credit Union JobsFrequently Asked Questions
Does Navy Federal Credit Union sponsor H-1B visas for Finance roles?
Yes, Navy Federal Credit Union sponsors H-1B visas for Finance positions. The credit union works with immigration counsel to file H-1B petitions for qualifying roles in areas like financial analysis, risk management, and compliance. Your role must meet USCIS specialty occupation standards, which typically requires a directly related bachelor's degree or higher in finance, accounting, economics, or a closely aligned field.
Which visa types does Navy Federal Credit Union support for Finance positions?
Navy Federal Credit Union supports several work visa categories for Finance roles, including H-1B, TN, J-1, and F-1 OPT and CPT for early-career candidates. For longer-term permanent residence pathways, the credit union also sponsors EB-2 and EB-3 Green Cards. The right visa category depends on your nationality, degree background, and career stage, so confirm which pathway fits your profile before applying.
How do I apply for Finance jobs at Navy Federal Credit Union?
Browse current Finance openings on Migrate Mate, where you can filter specifically for roles at Navy Federal Credit Union that are open to visa sponsorship. Once you identify a match, apply through Navy Federal's careers portal. Tailor your resume to the specific Finance function, whether that's risk, treasury, or financial analysis, and be prepared to confirm your visa status and work authorization timeline in the initial recruiter screen.
What qualifications does Navy Federal Credit Union expect for Finance roles?
Most Finance positions at Navy Federal require a bachelor's degree in finance, accounting, economics, or a related quantitative field. Senior and specialized roles in risk modeling, treasury, or regulatory compliance often prefer candidates with a master's degree, CFA progress, or professional certifications like the CPA. Strong Excel and financial modeling skills are standard expectations across most levels, with SQL proficiency increasingly valued in data-adjacent Finance functions.
How do I plan my timeline if Navy Federal Credit Union is sponsoring my H-1B?
The H-1B cap registration window runs in March each year, with approved petitions taking effect on October 1. If you're selected in the lottery, USCIS typically requires the full petition within about 90 days of selection notice. Navy Federal's immigration team will coordinate the filing, but you'll need to provide transcripts, employment verification letters, and any prior immigration documents promptly. Starting conversations about sponsorship several months before the March window gives both sides the most preparation time.
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