- 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.
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Financial Advisor - Fairfax, United States - Atria Wealth Solutions
Description
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: 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:
Qualifications:
Benefits:
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 future
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.
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