Financial Advisor — Investment Strategy & Client
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Apple Federal Credit Union is hiring a Financial Advisor to assess members’ financial goals, provide personalized investment guidance, and drive asset growth. You will analyze client data, discuss strategies, and present suitable investment options, while maintaining ongoing client relationships and meeting production targets.
In this role, applicants should hold FINRA licenses (Series 7, 65/66) and a life insurance license, with 3–5 years of investment sales experience.
The Financial Advisor — Investment Strategy & Client Growth role at Apple Federal Credit Union is now open for applications in Fairfax, VA, United States.
Learn more about the Financial Advisor — Investment Strategy & Client Growth role in the description above.
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