Senior Financial analyst

This is a contract-to-hire position for a Senior Financial Analyst based in the Woodbridge, Virginia area, with an expected duration of 3+ months. The role requires full-time, on-site presence at one of four branch locations: Yorktown, Williamsburg, Carrolton, or Coliseum.

Responsibilities

• Deliver consultative financial advisory services to members across lending, mortgage, home equity/HELOC, and investment products
• Generate referrals and drive business growth through consultative selling approaches
• Provide guidance on deposits, IRAs, and digital banking solutions
• Support members with account types, asset allocation, and retirement planning needs

Qualifications

• Required

• 5+ years of experience in financial institutions, ideally in a Financial Services Representative (FSR), Senior FSR, or similar consultative/member advisory role

• Proven success in consultative selling and generating referrals

• Strong knowledge of mortgage, HELOC, consumer lending, and deposits

• Strong knowledge of IRAs and digital banking

• Solid understanding of underwriting concepts

• Availability to work on-site full-time at assigned branch location

• Preferred

• Working knowledge of investments and financial planning

• Knowledge of account types and asset allocation strategies

• Familiarity with applicable financial regulations