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nasafcu·10 months ago

Financial Advisor

Falls Church, United States of AmericaHybridFull-timeMid · 2-5 years₹37.4L/yrH1B likely

About this role

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.