Financial Advisor

Lafayette Federal Credit Union

Financial Advisor providing personalized financial guidance to members of Lafayette Federal Credit Union. Engaging with members to develop tailored investment and wealth management strategies.

Posted 6/16/2026full-timeRockville • Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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 and more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment managementwealth managementinsurance strategiesretirement planningrisk assessmentcompliancerelationship managementbusiness developmentmarket analysis

Soft Skills

interpersonal skillscommunication skillsnegotiation skillsflexibilitynetworkingclient engagementeducationstrategic thinkingproblem-solvingcustomer service

Certifications

FINRA Series 7FINRA Series 66Life LicenseAccident & Health LicenseVariable Contract LicenseBachelor's degree