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Nasafcu

Financial Advisor

Falls Church, VA · Hybrid · Full-time · Investment Services

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About the role

Account Management
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.