- Provide comprehensive financial planning and investment advisory services to clients, tailored to their unique financial goals and circumstances.
- Develop and maintain long-term relationships with clients through regular communication and proactive financial guidance.
- Analyze financial information, market trends, and investment options to develop customized financial strategies for clients.
- Educate clients on various financial products, services, and investment opportunities to help them make informed decisions.
- Conduct thorough client reviews and assessments to track progress, adjust strategies, and ensure alignment with evolving financial goals.
- Collaborate with internal teams to deliver exceptional service and support to clients, addressing their needs and inquiries promptly and accurately.
- Stay informed about industry developments, regulations, and best practices to continuously enhance knowledge and expertise.
- Bachelor's degree in finance, business, economics, or related field (preferred).
- Relevant certifications such as CFP, CWS, ChFC, or CFA are a plus.
- Proven experience in financial planning, investment advisory, or related roles.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills, with the ability to establish rapport and build trust with clients.
- Results-oriented mindset with a demonstrated ability to meet and exceed sales targets.
- Exceptional organizational and time management skills, with the ability to prioritize and manage multiple tasks effectively.
- Competitive monthly draw and commission structure with unlimited income potential.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Professional development and training opportunities to enhance your skills and advance your career.
- Collaborative and supportive work environment that encourages growth and teamwork.
- Opportunity to work for a reputable company with a strong commitment to ethical business practices and client satisfaction.
-
Financial advisor
2 weeks ago
Infinity Ventures Arlington, United StatesFor over 90 years, Sparda-Bank Nürnberg eG has been successfully operating in our region. We are the largest cooperative bank in northern Bavaria and have been ranked as having the most satisfied customers by Kundenmonitor Deutschland for years. · We are currently seeking a Finan ...
-
beBee Handyman Louisburg, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Louisburg, KS:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Beginner / junior · What is your ann ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Melvern, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Melvern, KS:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Mid-level · What is your annual income ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Centralia, KS, United States FreelanceI have a mortgage with UCI, which is backed by a main house that has already been sold. I need to sell it to avoid losing it.How do you feel about managing and organizing your finances? · I need to pay off a mortgage. · What stage are you at in your professional career? · Mid-lev ...
-
beBee Handyman Logansport, LA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Logansport, LA:How do you feel about managing and organizing your finances? · Very comfortable with my finances · What stage are you at in your professional career? · Mid-level · What is your annual income? ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Onaga, KS, United States FreelanceIn a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · Wh ...
-
Financial Advisor
1 week ago
PNC Financial Services Group Centreville, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Advisor
4 days ago
PNC Centreville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Financial Advisor
1 week ago
PNC Financial Services Group Centreville, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Advisor
3 days ago
PNC Financial Services Group Centreville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Financial Advisor
3 weeks ago
PNC Financial Services Group Centreville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Financial Advisor
3 weeks ago
PNC Centreville, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
-
Financial Advisor
2 weeks ago
PNC Financial Services Group Centreville, United States Full timePosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Financial advisor for investment funds
2 weeks ago
beBee Handyman Erwinville, LA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Erwinville, LA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Beginner / junior · What is y ...
-
beBee Handyman Home, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Home, KS:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Retirement is approaching · What ty ...
-
beBee Handyman Whitehaven, MD, United States FreelanceI am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also w ...
-
beBee Handyman Caldwell, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Caldwell, KS:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annua ...
-
beBee Handyman St. Marys, KS, United States FreelanceI am a 22-year-old individual from St. Marys, KS. I currently have investments in peer-to-peer lending platforms and Estate Guru, but I am interested in investing in ETFs or other recommended options. I do not have much knowledge in this area, so I would like to have a financial ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Fairfax, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor · to join their team in the Fairfax, VA area.Job Title: Financial AdvisorCompany: Apple Federal Credit UnionLocation: Fairfax VAWe are seeking a highly motiv ...
-
Financial Advisor
2 weeks ago
Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
Financial Advisor - Fairfax Station, United States - Atria Wealth Solutions
Description
Through its relationship with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area.
Job Title: Financial Advisor
Company: Apple Federal Credit Union
Location: Fairfax VA
We are seeking a highly motivated and dynamic Financial Advisor to join our exceptional team at Apple Federal Credit Union. If you are passionate about helping individuals and families achieve their financial goals, thrive in a positive and collaborative work environment, and desire an outstanding income opportunity, we want to hear from you
Responsibilities:
EOE
Representatives are employed by Apple Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
