Financial Advisor

About the Role

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, leveraging 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.

NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID.

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.

• Engage with members to understand their full financial needs, goals, and risk tolerance and 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 a 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.

• 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) and 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.

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

Lafayette Federal Credit Union is an Equal Opportunity and E‑Verify Employer. EOE/AA/DISABILITY/VETERAN.

Ready to make a difference? Apply today to become our next Financial Advisor and help us strengthen our community—one member at a time!