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Financial Advisor
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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 Advisor · Company: Apple Federal Credit Union · Location: Fairfax VA · We are seeking a ...
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Financial Advisor
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Inova Health System Falls Church, United StatesJob Description · Inova Health System is seeking a Registered Nurse (RN) Nurse Navigator for a nursing job in Falls Church, Virginia. · Job Description & RequirementsSpecialty: Nurse Navigator · Discipline: RN · Start Date: ASAP · Duration: Ongoing · Shift: days · Employment Type ...
Financial Advisor - Fairfax, United States - Apple Federal Credit Union
Description
Job DescriptionJob Description
Company 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:
As a Financial Advisor at Apple Federal Credit Union, you will play a crucial role in assisting clients with achieving their financial goals and securing their financial futures.
Responsibilities:
Identify and evaluate members' financial needs, objectives, and goals.
Develop investment strategies tailored to individual members' financial circumstances.
Analyze client financial information, investment objectives, and market conditions to determine suitable investment options.
Schedule appointments with members based on reports provided by the VP, Apple Financial Services.
Conduct client meetings (in-person, video conference, or telephone) to collect financial information and review investment goals.
Advise members on the advantages and disadvantages of different financial products.
Perform periodic reviews of client accounts and update investment strategies as needed.
Stay updated on market conditions and investment vehicles through ongoing education and training.
Drive investment and program integration initiatives with the credit union, including branch employee training.
Support product launches and promote financial services through marketing activities and prospecting new clients.
Conduct client workshops/seminars on various financial topics to attract and retain potential clients.
Facilitate the purchase or sale of financial products and execute transactions according to sales goals.
Develop and maintain relationships with wholesalers and represent the firm in relationships with clients and regulatory bodies.
Adhere to credit union policies and procedures, as well as regulations set forth by FINRA, SEC, and the broker/dealer.
Maintain a consistent schedule at designated branches during branch hours.
Education and Skills:
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 build trust with clients.
Results-oriented mindset with a track record of meeting and exceeding sales targets.
Exceptional organizational and time management skills.
Licenses and Registrations:
FINRA Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses.
Clean U-4 and Background.
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