Copy of Financial Advisor

Lafayette Federal Credit Union • Rockville, MD

10d • Hybrid

About The Position

Join Lafayette Federal Credit Union—Voted USA Today’s Top Workplaces 2024 & 2025! Are you passionate about helping people achieve their financial goals? Do you excel in building strong relationships, providing personalized financial guidance, and driving community engagement? Lafayette Federal Credit Union is growing, and we’re seeking a dynamic Financial Advisor to be a vital part of our team as we leverage our partnership with Raymond James, a nationally respected financial services firm that puts “clients first, advisors always” to offer members tailored investment and wealth management solutions! Be a key player in our mission to become the premier financial partner for our community, supporting our members’ financial security! We’re more than just a financial institution; we’re a community-focused organization recognized nationally for excellence: Lafayette Federal has close to 60,000 members and has been in business for over nine decades! Top Workplaces 2024 & 2025 (USA Today) Newsweek’s America’s Best Banks 5-Star Bauer Financial Rating S&P Global’s Top Performing Credit Unions Our Culture Inclusion, diversity, high performance, and opportunities for growth define Lafayette Federal. We value every team member’s unique skills and foster a supportive environment grounded in teamwork, community service, and professional development. Join a team committed to inclusion, community, and career growth. Enjoy a supportive environment, professional development, and meaningful work helping our more than 56k members realize their financial dreams. Ready to make a difference? Apply today to become our next Financial Advisor and help us strengthen our community—one member at a time!

Requirements

• 3+ years of experience in financial services or investment management
• Proven success in relationship management and business development
• Active FINRA Series 7 & 66 (or Series 63 & 65), along with state Life, Accident & Health, and Variable Contract licenses
• Bachelor’s degree or equivalent industry certifications
• Excellent interpersonal, communication, and negotiation skills
• Strong knowledge of local, national, and global economies
• Flexibility to meet clients before or after regular hours

Responsibilities

• Engage with members to understand their full financial needs, goals, and risk tolerance in order to provide personalized financial guidance and education to support long-term financial goals.
• Develop and implement personalized strategies across investments, insurance, retirement, and wealth management.
• Regularly review and update members’ financial plans to reflect life changes and market shifts.
• Build and nurture our strong network of member relationships through referrals, community involvement, and professional connections.
• Ensure compliance with all internal policies, regulatory requirements, and FINRA/SEC , federal, & state standards.
• Guide members in making confident decisions as they embark on their financial journey.

Benefits

• Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
• Fully funded deductible (HMO Plan)
• Up to 12% 401k employer matching contribution
• Income protection with life insurance, short and long-term disability
• Paid time off, holiday leave & birthday leave
• Educational assistance
• Commuter benefits program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level