Financial Advisor

About Apple Federal Credit Union

Apple Federal Credit Union is a community‑focused organization with 24 branches across Northern Virginia, dedicated to improving the lives of its members and the communities it serves.

As a Financial Advisor you will help clients achieve their financial goals, provide investment advice, and grow client relationships while supported by a collaborative work culture.

• Identify and evaluate member needs for financial services, assess objectives and goals, and develop investment strategies.
• Analyze client financial information—including assets, income, debts, cash flow, and tax status—to determine appropriate financial products.
• Schedule appointments with members through call lists or other reports.
• Collect client financial information in person, via video conference, or by telephone.
• Perform periodic reviews of existing client accounts and meet with clients monthly, quarterly, or yearly as needed.
• Stay current on market conditions; educate and update on financial and investment vehicles, tax and securities consequences.
• Attend required continuing education and keep current on investment products; meet monthly with the VP of Apple Financial Services.
• Drive investment and program integration initiatives with the credit union, including branch employee training and cross‑sell opportunities.
• Conduct client workshops or seminars on topics such as Social Security, education planning, and retirement planning.
• Represent the firm and assigned financial institution in relationships with clients, industry organizations, regulatory bodies, and other key outside parties.

• Bachelor’s degree in finance, business, economics, or related field (preferred).
• FINRA Series 7, Series 63/65 (or 66) licenses, plus Life, Accident & Health licenses as required.
• Clean U‑4 and background check.

• Recognized as a USA Top Workplace (2025) and a Top Workplace by The Washington Post (2025).
• Collaborative, welcoming environment with forward‑thinking leadership.
• Competitive, comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) with employer match.
• Paid time off and 11 paid federal holidays.
• Paid volunteer time.
• Tuition reimbursement and ongoing training opportunities.

Work branch hours – 8:45 AM – 5:00 PM, Monday through Friday. Keep a consistent schedule at designated branches, working three or more branches to identify and evaluate member needs.

Ability to lift 25 lbs. and utilize standard office equipment, including but not limited to PC, fax, copier, and telephone.