Copy of Financial Advisor

Lafayette Federal Credit Union • Rockville, MD

10d • Hybrid

About The Position

Lafayette Federal Credit Union is seeking a dynamic Financial Advisor to join their team. This role involves leveraging a partnership with Raymond James to offer members tailored investment and wealth management solutions. The Financial Advisor will be a key player in the mission to become the premier financial partner for the community, supporting members' financial security. Lafayette Federal Credit Union is a community-focused organization with a long history, recognized for excellence through various awards. The culture emphasizes inclusion, diversity, high performance, and opportunities for growth, fostering a supportive environment grounded in teamwork, community service, and professional development.

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
• Residing in the District of Columbia, Maryland, or Virginia

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