Financial Advisor

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Salary Range: $80,000.00 To $ Annually

At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.

• Recognized as a WTOP Top Workplaces (2026) Best Credit Unions (2026)
• Collaborative, welcoming environment with forward-thinking leadership
• Medical, dental and vision coverage
• 401(k) with employer match
• Paid time off and 11 paid federal holidays
• Tuition reimbursement and ongoing training opportunities

To help employees, members and/or new clients by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment products. Must have a working knowledge of products offered by competitors.

• Identifies and evaluates member's needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement.
• Analyzes client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals and determines which financial products best meet individual member's needs and financial circumstances. This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients' particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients.
• Uses an approved profile form to collect client financial information (including assets, income, debts and other liabilities, cash flow, risk tolerance, time horizon, and tax status), investment objectives and goals.
• Advises members regarding the advantages and disadvantages of different financial products.
• Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Financial Advisor and Client.
• Stays current and analyzes market conditions and remains knowledgeable about financial and investment vehicles in the market and the tax and securities consequences to clients of particular investments. Attends training and/or completes required continuing education and keeps current on investment products and services offered. Meets regularly with VP of Apple Financial Services LLC and trains, if necessary, with Vice President.
• Drives investment and program integration initiatives with credit union (includes branch personnel training). Provides regular feedback to the branch employees, works with Branch Managers to identify and leverage cross-sell opportunities.
• Mentors and supports the success of the licensed MSR III program.
• Supports all product and campaign launches. Markets, services, and promotes, CFS's financial services and products, including prospecting new clients through marketing, call…