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NASA Federal Credit Union

Posted 3 months ago

Open

Financial Advisor

Falls Church, VAHybridFull-time

AI Summary

A Financial Advisor provides professional advisory services to retail and business clients, prepares comprehensive financial plans, and builds long-term advisory relationships.

About this role

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.
This is a Hybrid position. You must reside in Maryland, Washington DC, or Virginia.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned.

  • 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.

    • EDUCATION AND EXPERIENCE

  • 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.
  • Licensing required:
  • Series 7, and combination of 63, 65, or 66 required.
  • Life & Health Insurance License required (or the ability to obtain within 90 days of hire)
  • Valid driver’s license is required.
  • CFP Designation preferred.

    • Our Generous Benefit Package Includes:

  • $45,000 Base Salary + Commission
    • Why Join Our Team:
  • Unlimited commissions in addition to monthly salary
  • Commissions based on new assets and existing book of business ($20 Million AUM)
  • Referrals from frontline staff and access to member data –
  • Tiered commission payout rates based on monthly production
  • Emerging technology
  • Continuing education committed to ensuring personal growth and staying ahead of market trends
    • NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more.
    +Insurance coverage begins the 1st day of the month, following 30 days after hire date.
    *100% Credit Union-Paid
    Full-Time Employee Benefits
  • 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
  • Remote or Remote / Hybrid work options based on position
    • All benefits are based on meeting NASA Federal Credit Union’s eligibility requirements and the carrier’s terms and conditions.

    WE’RE STRONGER TOGETHER

    At NASA Federal Credit Union, we strive to ensure a culture of collaboration, inclusion, and opportunity where everyone can feel valued, appreciated, and respected. We commit to recruit and retain a diverse team with the best talents to live our vision, mission, and values. We recognize that respecting different perspectives and experiences makes us stronger together.

    Skills

    Advisory AccountsAnnuitiesCFPFINRA LicensingLIFE & Health Insurance LicenseMutual FundsSeries 63Series 65Series 66Series 7

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