Financial Advisor — Investment Strategy & Client Growth

Apple Federal Credit Union; Fairfax (VA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Paid time off

11 paid federal holidays

Tuition reimbursement and training

Job summary

Apple Federal Credit Union is hiring a Financial Advisor to assess members’ financial goals, provide personalized investment guidance, and drive asset growth. You will analyze client data, discuss strategies, and present suitable investment options, while maintaining ongoing client relationships and meeting production targets.

In this role, applicants should hold FINRA licenses (Series 7, 65/66) and a life insurance license, with 3–5 years of investment sales experience.

Qualifications

• FINRA licensing requirements including Series 7 and Series 65/66, active life license, 3–5 years investment sales experience.
• Strong investment knowledge and the ability to explain options to clients.
• Proven sales skills with goal-driven results and excellent presentation abilities.
• Excellent interpersonal, written, and communication skills.

Responsibilities

• Assess member needs and objectives, then develop an investment strategy.
• Analyze client financial info and market conditions to select suitable products.
• Explain advantages and disadvantages of financial products to members.
• Conduct periodic reviews of client accounts and adjust plans as needed.
• Meet or exceed activity and production goals per Business Plan.

Skills

FINRA licensing

Investment knowledge

Sales skills

Presentation skills

Interpersonal skills

Credit union experience (preferred)

Job description

Apple Federal Credit Union is hiring a Financial Advisor to assess members’ financial goals, provide personalized investment guidance, and drive asset growth. You will analyze client data, discuss strategies, and present suitable investment options, while maintaining ongoing client relationships and meeting production targets.

In this role, applicants should hold FINRA licenses (Series 7, 65/66) and a life insurance license, with 3–5 years of investment sales experience.