Financial Advisor

Full Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX)

Catalyst and Your Career

At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound manner.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

The primary purpose of this position is to provide comprehensive strategic financial counsel to subscribers of Catalyst Strategic Solutions’ Advisory Service. This includes balance sheet composition, loan and deposit pricing, earnings strategies, investment strategies, derivative hedging, capital strategies, and trade execution. Supporting the development or review of operational policies to support any of the above strategies is considered part of this role. In addition, this position requires outstanding written and oral language skills to support strategic recommendations, build relationships, and support the brand and reputation of Catalyst. This role is expected to create presentations, independently speak at conferences, host webinars, visit clients, and support the sales function as necessary.

The Talent You Bring

The Essential Requirements:

Four-year bachelor’s degree (BA, BS, BBA, etc.)

4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions

Deep working knowledge of various investment options (e.g., Treasuries, Agency MBS, CMOs and CMBS), and interest rate derivatives (swaps, caps, floors and futures)

Understanding of subordinated debt issuance and business case benefits

Proficient in public speaking and writing on financial topics

Ability to work with business units to gather data requirements and craft a solution

Additional skills and experience are a plus:

Master’s Degree (MA, MS, MBA. etc.)

Chartered Financial Analyst (CFA) designation

Financial Risk Manager (FRM) Designation

Series 7 and 63 NASD securities licenses

How We'll Have Your Back

Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.

Planning for the Future: 401K retirement savings plan with matching and company contributions.

Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.

Building a Family: We were named “Best Place for Working Parents” 4 years in a row due to our commitment to family-friendly policies and practices.

Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution that serves 1,400+ credit unions across the country. Catalyst Corporate provides its members with core financial services and back-office support, including payments, liquidity, investment and balance sheet management solutions. For more information, visit

Catalyst Corporate is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.