Financial Advisor

NASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. The role includes preparing and delivering comprehensive financial plans covering portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocation strategies, and account management. The advisor should enhance participation levels of investment programs and ensure ongoing quality service to existing members and clients.

• Remain cognizant of and adhere to Credit Union policies, procedures, and regulations including the Bank Secrecy Act.
• Identify potential clients through advertising campaigns, mailing lists, referral sources, and personal contacts.
• Solicit business from prospects by proactively communicating available services.
• Profile clients to determine current investment objectives while addressing overall financial goals.
• Provide clients with information and advice on a range of offerings including Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved products.
• Open and service new accounts, finalizing sales and routing documents for processing.
• Review status reports and perform calculations to monitor client accounts and verify transactions.
• Develop and implement financial plans using available software.
• Process incoming client mail, paperwork, and all other account servicing tasks.
• Interface with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer to meet member/client needs and stay current on product offerings and regulatory changes.
• Listen empathetically to clients, gather facts, analyze total needs, and make responsible recommendations.
• Build long‑term financial advisory relationships with clients.
• Manage incoming referrals from assigned branches and surrounding territories.
• Maintain member/client files and records in accordance with regulatory and firm requirements.
• Conduct offline or online research to resolve member/client problems.
• Set and keep consistent office hours.

• Two plus years of relevant experience and/or training in sales of investment products, ideally in a bank or credit union environment.
• College degree preferred.
• Proven track record of performance requiring minimum supervision.
• Licensing required:
  Series 7 (required or attained within 6 months of employment), Series 63, 65 or 66, Life & Health. A valid driver’s license is required. CFP designation preferred.
• Salary: $45,000 – $45,000 per year (Base + Commission).

• Comprehensive healthcare, 401(k), paid leave, and more.
• Insurance coverage begins the 1st day of the month, following 30 days after hire date.
• Full‑time employee benefits include:
  Health Insurance (two nationwide PPO plans, high deductible 100% employer funded or low deductible generous contribution), Dental & Vision Insurance with generous contributions, Long‑term Disability, Flexible Spending Accounts (Medical & Dependent Care), Health Savings Account, voluntary Supplemental Life and Disability Insurance, Voluntary Long‑term Care Insurance.
• Part‑time employee benefits (if applicable): 401(k) with employer match up to 6% and immediate 100% vesting, Gain Sharing Bonus, Life Insurance/AD&D, Vacation Leave, Sick & Safe Leave, 11 Paid Holidays, Education Assistance, Employee Referral Bonus, Credit Union Membership eligibility, Employee Assistance Program, Identity Theft Protection, Pet Health Insurance, Employee Discount Program.

We strive to foster a culture of collaboration, inclusion, and opportunity where everyone feels valued and respected. We are committed to recruiting and retaining a diverse team aligned with our vision, mission, and values.

Posted 10/03/2025

We may use artificial intelligence tools to support parts of the hiring process. Final hiring decisions are made by humans.