New

Financial Advisor

United States·FairfaxRegular Full-Timemid

OtherFinancial Advisor

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

Why Work at Apple FCU At Apple Federal Credit Union, we’re more than a Credit Union, we’re a community-focused organization powered by passionate people.

Technical Tools

mentoring

What We Offer

~4 min read

✓Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2025)

✓Collaborative, welcoming environment with forward-thinking leadership

✓Competitive, comprehensive benefits package, including:

✓Medical, dental and vision coverage

✓401(k) with employer match

✓Paid time off and 11 paid federal holidays

✓Paid volunteer time to give back

✓Tuition reimbursement and ongoing training opportunities

✓Identifies and evaluates Members needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.

✓Analyzes client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals and determining which financial products best meet individual members’ needs and financial circumstances. This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients.

✓Call members from the large transaction report, monthly CD maturing report, or any additional reports provided by the VP, Apple Financial Services to schedule appointments with members.

✓Collects (either in person, video conference, or by telephone) client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals.

✓Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Financial Advisor.

✓Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients of investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets monthly with VP of Apple Financial Services LLC.

✓Drives investment and program integration initiatives with credit union (including branch employee training). Provides regular feedback to the branch employees. Work with Branch Managers to identify and leverage cross-sell opportunities.

✓Remains visible to the appropriate segments of the public in order to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e. Social Security, Education planning, Retirement planning, etc.)

✓Represents the firm and assigned financial institution in relationships with clients, industry organizations, regulatory bodies, and other key outside parties.

✓Bachelor's degree in finance, business, economics, or related field (preferred).

✓Licenses and Registrations: FINRA Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses required.

✓Clean U-4 and Background