Financial Advisor
NASA Federal Credit Union · Falls Church, Virginia, US
NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients.
Job description
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. 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 appro...