NASA Federal Credit Union
Financial Advisor
Falls Church, VA · Full-time
Sponsorship not specified$69k-$69kDetected 292 days ago
ResearchCollaboration
About the role
- NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients.
- Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.
- You must reside in Maryland, Washington DC, or Virginia.
Responsibilities
- 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.
- 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.
Requirements
- Series 7, and combination of 63, 65, or 66 required.
- Valid driver's license is required.
Nice to have
- Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment).
- College Degree preferred.
- Proven track record of performance requiring minimum supervision.
Compensation
- $69,000 Base Salary + Commission
- Unlimited commissions in addition to monthly salary
Benefits
- 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.
- Life & Health Insurance License required (or the ability to obtain within 90 days of hire)
- Continuing education committed to ensuring personal growth and staying ahead of market trends
- 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)
- Generous employer contribution toward premium (HSA and FSA compatible)+
Apply directly at NASA Federal Credit Union →Create a free account for alerts like thisView NASA Federal Credit Union immigration profile
This listing is sourced directly from NASA Federal Credit Union's careers page and normalized into a canonical job model.