Financial Advisor

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Regular Full-Time Fairfax, VA, US Why Work at Apple FCU Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2025) Collaborative, welcoming environment with forward-thinking leadership 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 Role As a Financial Advisor at Apple Federal Credit Union, you will play a pivotal role in helping clients achieve their financial goals and secure their financial futures. This position offers an exciting income opportunity, a supportive and collaborative work culture, and ample room for professional growth and development. Knowledge and Skills Identifies and evaluates members’ needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement. Analyzes client financial information (including assets, income, debts, other liabilities, cash flow, and tax status), investment objectives and goals and determines which financial products best meet individual members’ needs and financial circumstances. This includes comparing and evaluating possible investment options, identifying investment strategies and potential investments based on market conditions, and assessing the timing of investments. Calls members from the large transaction report, monthly CD maturing report, or any additional reports to schedule appointments. Collects client financial information (in person, video conference, or telephone) including assets, income, debts, cash flow, and tax status, and 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 monthly, quarterly, or yearly depending on client needs. Stays current with market conditions, educates and updates on financial and investment vehicles, attends training and completes required continuing education, keeps current on investment products and services offered, and 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 branch employees, and works with Branch Managers to identify and leverage cross-sell opportunities. Remains visible to the appropriate segments of the public to meet and retain potential new clients for CFS, including conducting client workshops/seminars on various topics (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. Work branch hours – 8:45 AM – 5:00 PM, Monday through Friday. Keep a consistent schedule at designated branches. Financial Advisors are employed by Apple Federal Credit Union and registered through LPL Financial Services, LP (LPL). Member FINRA/SIPC. LPL Financial is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. Education 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. Physical Requirements The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc. #J-18808-Ljbffr Apple-Federal-Credit-Union