Financial Advisor - Fairfax, United States - Atria Wealth Solutions

Atria Wealth Solutions Fairfax, United States

1 month ago

Show more Collapse job

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 AdvisorCompany:

Apple Federal Credit UnionLocation: Fairfax VAWe 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 youResponsibilities:
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.

Qualifications:

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.

Benefits:
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.

If you are looking to make a meaningful impact in the lives of clients while enjoying a great company culture and a lucrative income opportunity, we invite you to apply for the Financial Advisor position at Apple Federal Credit Union.

Join us in helping individuals and families secure their financial futureEOERepresentatives 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 (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.

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

Financial Advisor

2 days ago

Atria Wealth Solutions Fairfax, United States

Job Description · Job DescriptionThrough 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: ...
Financial Advisor

2 weeks ago

Northwest FCU Herndon, United States

The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objectiv Financial Advisor, Advisor, F ...
Financial Advisor

2 weeks ago

Tyndal Federal Credit Union Herndon, United States

Overview · The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objective advice and profe ...
Financial Advisor

2 weeks ago

Sandy Spring Bancorp Vienna, United States

About Us: · Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit f ...
Financial Advisor

2 days ago

Abich Financial Services Inc. Ashburn, United States

About us · Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two ...
Financial Advisor

2 days ago

Apple Federal Credit Union Fairfax, United States

Job Description · Job DescriptionCompany Overview: · Apple Federal Credit Union is a reputable financial institution committed to providing exceptional financial services to its members. We prioritize customer satisfaction, integrity, and professional growth. · Position Overview: ...
Financial Analyst Advisor

1 week ago

General Dynamics Information Technology Fairfax, United States Paid Work

Req ID: RQ178464 · Type of Requisition: Regular · Clearance Level Must Be Able to Obtain: None · Job Family: Financial Analysis · Skills: · Accounting,Communication,Financial Analysis and Reporting,Microsoft Excel · Experience: · 8 + years of related experience · Job Description: ...
Financial Advisor

3 weeks ago

WesBanco Bank, Inc. Rockville, United States Full time

Requirements · Bachelor's Degree preferred. · State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. · Knowledge of core investment products including fixed and variable annuities and mutual funds. · Must have fundamental understanding of ...
Financial Advisor

1 week ago

Prudential Financial Washington, United States

Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...
Financial Advisor

3 weeks ago

Northwestern Mutual, Frederick Frederick, United States

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

Seeking a committed individual for an exciting career opportunity in Frederick, Maryland. · Step into a fulfilling profession that breaks away from the conventional 9-5 routine. Join the prestigious team at our financial institution located in Frederick, Maryland, acknowledged b ...
Financial Advisor

2 days ago

Pence Financial Group Washington, United States

Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the r ...
Financial Advisor

2 weeks ago

Atria Wealth Solutions Fairfax Station, United States

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 ...
Financial Advisor

2 weeks ago

New York Life Bethesda, United States

· Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate ...
Financial Advisor

1 week ago

Texas Trust Credit Union Arlington, United States

LPL 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

6 days ago

First Command Financial Services Alexandria, United States

Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal dri ...
Financial Advisor

2 days ago

New York Life - Tyson's Corner Washington, United States

Job Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

· Exciting Career Opportunity for Financial Advisor in Frederick, Maryland · Seeking a dedicated individual to embark on a rewarding career outside the traditional 9-5 routine · Join the esteemed team at our financial institution in Frederick, Maryland Recognized by Fortune ma ...
Financial Advisor

1 week ago

Northwestern Mutual Wealth Management Company Frederick, United States

Job Description · Job DescriptionSeeking a committed individual for an exciting career opportunity in Frederick, Maryland. · Step into a fulfilling profession that breaks away from the conventional 9-5 routine. Join the prestigious team at our financial institution located in Fr ...
Financial Advisor

2 weeks ago

WesBanco Bank Inc. Clarksburg, United States

Job Title - Department · Financial Advisor - Securities Administration · Location · This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Rockville Pike, MD, Clarksburg, MD or Damascas, MD. · ...