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Overview

The Navy Federal Investment Services (NFIS) support team provides diverse administrative support to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.), and employees including Investment Advisors (IAs) and Financial Advisors (FAs) through various media channels.

The Summer Associate will support existing team projects, contribute to process improvements, and learn a high-level understanding of the wealth management support process. Throughout the internship, the Summer Associate will gain knowledge of researching, follow-up, and redirect to support the team's first call resolution methodology.

The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.

Responsibilities

+ Shadow team members to provide a venue for the financial services support experience

+ Collaborate with team members to understand the business process of financial services support

+ Conduct research on reference material to recommend and apply streamlined enhancements

+ Collaborate with various levels of staff to accomplish tasks/assignments

+ Assist leaders with data collection and analysis projects to improve current processes

+ Identify and track cross-project dependencies and impacts; communicate issues and provide solutions

+ Ensure confidentiality and safeguarding of records and information

+ Perform other duties as assigned

Qualifications

+ Currently pursuing a degree in Economics, Finance, Business, or another related degree

+ Basic skill maintaining accuracy with attention to detail and meeting deadlines

+ Basic skill interacting with staff, management, members diplomatically & tactfully

+ Project management or coordination experience

+ Resourcefulness and critical thinking skills

+ Excellent written, verbal, and presentation skills

+ Ability to work independently and in a team environment

+ Ability to work effectively and efficiently with automated systems

+ Experience using Microsoft Office products to create reports, data compilations, and presentations

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

• Fortune Best Workplaces for Women ™ 2024

• 2025 PEOPLE® Companies That Care

• Newsweek Most Trustworthy Companies in America

• Military Times 2024 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

From Fortune. ©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.

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 (https://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/nfcu/pages/employee-benefits) 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. REQNUMBER: 26768