Jobloria
Financial Advisor
Capitol Communicator
Location : Lusby,MD
Job Type : Full Time
Salary : competitive
Date Posted : 2 December 2025
- Navy Federal Credit Union (Lexington Park, MD)
- Overview To provide financial consulting
- services to assist members and non-members with identifying their financial goals and objectives via…good judgment to make sound decisions + Effective interpersonal, verbal, and written
- communications skills + Effective planning, organizational, time management and problem-solving skills +…reputable job boards (eg, LinkedIn, Indeed). We do not post jobs on
- social
- media marketplaces, messaging apps or unverified websites. We will ... telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and
- services . Recommend appropriate mixture(s) of insurance/investment products and
- services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment
- Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial…
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Freqently Asked Questions
Lusby, MD, exhibits moderate demand for financial advisors, with local firms seeking professionals skilled in personalized financial planning. Candidates often face competition from nearby cities, so highlighting strong interpersonal and investment advisory skills can improve chances in this market.
In Lusby, financial advisors frequently pursue FINRA licenses like Series 7 or Series 65 to meet regulatory standards. Additionally, credentials such as CFP® enhance credibility with local clients seeking trusted financial planning and investment advice.
Financial advisors focus on comprehensive client portfolio management and strategic financial goal setting, whereas financial advisor associates typically support these processes through research, client communication, and administrative tasks, often preparing to step into fully advisory roles.
Financial advisors in Lusby can progress by deepening specialization in investment products, expanding client bases, or transitioning into senior advisory or management roles. Networking within local credit unions or firms enhances advancement chances in the regional financial sector.
Financial advisors in Lusby generally earn between $60,000 and $85,000 annually, slightly below metropolitan Maryland areas like Baltimore. Variations depend on experience, certifications, and client portfolio size, with bonuses common in commission-based roles.
Capitol Communicator values advisors who excel in clear communication and personalized financial solutions tailored to Navy Federal Credit Union members. Demonstrating experience with investment products aligned to credit union services could make applications stand out.
This role centers on servicing Navy Federal Credit Union's clientele, emphasizing a mix of insurance and investment products within a cooperative framework. Unlike traditional firms, the focus is on member-driven financial planning, requiring familiarity with credit union financial ecosystems.
Employers in Lusby look for junior advisors with foundational knowledge in financial products, strong communication skills, and a willingness to obtain industry licenses. Prior internships or assistant roles demonstrate readiness for client-facing responsibilities.
Yes, Lusby’s financial advisor roles often involve tailoring advice to a diverse demographic including military families given regional bases. Understanding unique goals such as retirement planning or education funding for these groups can enhance client rapport.
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