Summer Associate Internship (Member Associate - Navy Federal Investment Services)

Navy Federal Credit Union
San Diego, California, United StatesPosted Sep 9, 2026

About the role

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 sta

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