NASA Federal Credit Union · 5 hours ago
Financial Advisor
Falls Church, VA
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $45K/yr
2+ years expNASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. The role involves preparing comprehensive financial plans, enhancing investment program participation, and ensuring quality service to existing clients.
Credit CardsFinancial ServicesNon Profit
Responsibilities
Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act
Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts
Solicits business from prospects by pro-actively communicating available services
Profiles clients to determine current investment objectives, while addressing overall financial goals
Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services
Opens and services new accounts while finalizing completed sales and routing documents for processing
Reviews status reports and performs calculations to monitor client accounts and verify transactions
Develops and implements financial plans using available software
Processes incoming client mail, paperwork, and all other necessary aspects of account servicing
Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes
Listens empathetically to clients and gathers facts, analyzes total needs, and makes responsible recommendations
Builds long-term financial advisory relationships with clients
Manages incoming referrals from assigned branches and surrounding territories
Maintains member/client files and records in accordance with regulatory and firm requirements
Conducts offline or online research to resolve member/client problems
Sets and keeps consistent office hours
Qualification
Required
Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment)
Proven track record of performance requiring minimum supervision
Licensing required: Series 7, 63, 65, or 66 required
Life & Health required
Valid driver's license is required
Preferred
College Degree preferred
CFP Designation preferred
Benefits
Comprehensive healthcare
401(k)
Paid leave
Remote work options for applicable positions
100% Credit Union-Paid
401(k) with employer match up to 6% and immediate 100% vesting
Gain Sharing Bonus (eligibility rules apply)
Health Insurance (Choice of two nationwide PPO plans)
High-Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)
Low-Deductible Plan: Generous employer contribution toward premium. (FSA compatible)
Dental Insurance: Generous employer contribution toward premium (HSA and FSA compatible)
Vision Insurance: Generous employer contribution toward premium (HSA and FSA compatible)
Long-term Disability Insurance
Flexible Spending Medical Account (FSA)
Flexible Spending Dependent Care Account
Health Savings Account (HSA)
Voluntary Supplemental Employee and Dependent Life Insurance
Voluntary Short-term Disability Insurance
Remote or Remote / Hybrid work options based on position
Life Insurance/AD&D
Vacation Leave (excluding Outside Loan Officers)
Sick and Safe Leave
11 Paid Holidays
Education Assistance
Employee Referral Bonus
Credit Union Membership Eligible
Employee Assistance Program
Identity Theft Protection (Additional premiums to add family members)
Pet Insurance
Employee Discount Program
Company
NASA Federal Credit Union
NASA Federal Credit Union deals with mortgages and equity, personal loans, credit cards, savings, financial planning and business services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Elliott
VP/CIO
Theresa Mann
Vice President/Chief Risk Officer
Recent News
2025-01-15
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