Investment Advisor & Client Growth Strategist

Apple Federal Credit Union; Fair Oaks (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with employer match

Paid time off and 11 paid federal?hol

Paid volunteer time to give back

Tuition reimbursement and ongoing培训

Job summary

Apple Federal Credit Union is seeking a Financial Advisor to assess members’ financial goals and provide personalized investment guidance. You will analyze client information, recommend suitable products, and conduct periodic portfolio reviews to ensure objectives stay on track.

Role involves staying current on market conditions, maintaining regulatory compliance, and collaborating with branch teams to support business initiatives and cross-sell opportunities.

Qualifications

• FINRA licenses required: Series 7 and Series 65 or 66, plus active life insurance license.
• 3–5 years of investment sales experience.
• Strong advisory and sales skills with independent judgment.
• Excellent interpersonal, written and communication skills.
• Experience in credit union or community bank environment preferred.

Responsibilities

• Assess members' financial goals and tailor investment strategies.
• Analyze client financial information to recommend products.
• Consult on investment advantages and risks; provide ongoing reviews.
• Meet with clients regularly to update goals and portfolios.
• Support cross-sell opportunities and partner with branch staff.

Skills

Strong presentation skills

Interpersonal communication

Written communication

Education

Series 7 license

Series 65/66 license

Life insurance license (active)

Tools

PC

Office equipment

Job description

Apple Federal Credit Union is seeking a Financial Advisor to assess members’ financial goals and provide personalized investment guidance. You will analyze client information, recommend suitable products, and conduct periodic portfolio reviews to ensure objectives stay on track.

Role involves staying current on market conditions, maintaining regulatory compliance, and collaborating with branch teams to support business initiatives and cross-sell opportunities.