Summer Associate Internship (Member Associate - Navy Federal Investment Services)
San Diego, California, United States · Hybrid
$26/hr–$46/hr
Entry level
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$26/hr–$46/hr
Internship, Full-time
bachelor degree
Competitive pay, Generous benefits, Perks
Posted 1d ago
Apply by Jan 1
~40 hrs/week
Responsibilities
The Summer Associate will collaborate with team members to support financial services operations, conduct research, and assist with data analysis projects to improve business processes. They will also shadow support staff, track project dependencies, and ensure the confidentiality of records and information.
Requirements
Applicants must be currently pursuing a degree in Economics, Finance, Business, or a related field with an anticipated graduation date of December 2027 or later. Candidates should possess strong communication skills, proficiency in Microsoft Office, and the ability to work effectively in a team environment.
Full job description
The Navy Federal Investment Services (NFIS) support team provides diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, Investment Advisors (IAs), and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.), and employees 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 concerning the financial planning business.
The Summer Associate Program is a 12-week internship program beginning in May 2027 and ending in August 2027. 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 2027 or later.
Responsibilities
Collaborate with team members to understand the business process of financial services support.
Conduct research of reference material to recommend and apply stream lined enhancements.
Shadow support team members to provide meaningful feedback on process improvements.
Collaborate with various levels of staff to accomplish tasks/assignment
Assist the Leaders with data collection and analysis projects to improve the current processes
Identify and track cross project dependencies and impacts; communicate issues and provide solutions
Perform other duties as assigned.
Ensure confidentiality and safeguarding of records and information.
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
Resourceful and a critical thinker
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.
Additional Information
Hours:
Monday – Friday, 8:00 AM - 4:30 PM
Locations:
9999 Willow Creek Rd San Diego, CA 92131
820 Follin Lane SE, Vienna, VA 22180
5510 Heritage Oaks Dr, Pensacola, FL 32526
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.
FORTUNE100 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
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 [email protected] 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.
Navy Federal is the world’s largest credit union, with more than 15 million members, $200 billion+ in assets and 25,000+ employees. Throughout campuses in Vienna, VA; Winchester, VA; Pensacola, FL and San Diego, CA, as well as more than 380 branches, we serve the Armed Forces, Department of Defense, Veterans and their families with world-class financial products and services.
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.
Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org. Images used for representational purposes only; do not imply government endorsement.
Equal Housing Lender
Equal Opportunity Employer, including disability/vets
Offices: 820 Follin Lane SE, Vienna, VA 22180, US · 5550 Heritage Oaks Dr, Pensacola, FL 32526, US · 9999 Willow Creek Rd, San Diego, California 92131, US · 141 Security Dr, Winchester, Virginia 22602, US
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