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Financial Advisor

NASA Federal Credit Union

Job Location:

Washington, AR - USA

Monthly Salary: Not provided by the employer

Posted: 5 October 2025 (30+ days ago)

Application Deadline: 14 September 2026

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business and delivers comprehensive financial plans that may include portfolio reviews analysis and assessments pre/post retirement planning asset allocations strategies and account 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 drivers license is required.
CFP Designation preferred.

Our Generous Benefit Package Includes:

$45000 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 DisabilityInsurance*
Flexible Spending Medical Account (FSA)
Flexible Spending Dependent Care Account
Health Savings Account (HSA)
Voluntary Supplemental Employee and Dependent LifeInsurance
VoluntaryShort-term DisabilityInsurance
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 Unions eligibility requirements and the carriers terms and conditions.

WERE 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.

$45000 - $45000 a year

$45000 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

Posted 10/03/2025

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Unclear Seniority