Financial Advisor

Job overview

The Financial Advisor role is a hybrid position based in Washington, DC, with a base salary of $45,000 per year plus commission. This role supports the investment program at NASA Federal Credit Union, focusing on providing professional advisory services to retail and business clients. The role exists to prepare comprehensive financial plans, manage client portfolios, and expand the credit union's investment program. By providing personalized financial advice, the advisor helps clients achieve their financial goals and builds long-term relationships.

What you'll do

• Prepare and deliver financial plans
• identify potential clients
• solicit business
• profile clients to determine objectives
• provide advice on mutual funds, annuities, and insurance
• open and service accounts
• monitor client accounts.

What we're looking for

Skills & competencies

full-time

financial advisor

washington dc

finance

hybrid

investment

sales

commission

banking

credit union

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with match, Health Insurance, Dental, Vision, Long-term Disability, FSA, HSA, Paid leave, Education assistance

Why this role

Unlimited commissions, access to member data, and a $20 million AUM book with growth opportunities.

About the employer

NASA Federal Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.