Financial Advisor

Job Description

Job Description

Why Work at Apple FCU

At Apple Federal Credit Union, we’re more than a Credit Union, 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.

Why Work at Apple FCU

• Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024)
• 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 to give back
• Tuition reimbursement and ongoing training opportunities

Location: Fairfax. VA Hours: Monday–Friday, 8:45 AM – 5:00 PM

Role as a Financial Advisor:

We’re seeking a dynamic and client-focused Financial Advisor to join our Apple Financial Services team. In this role, you’ll provide tailored investment strategies, deepen client relationships, and help individuals meet their financial goals. You'll be instrumental in driving growth, educating members, and ensuring the highest level of service.

Financial Advisor Responsibilities:

• Assess member financial needs and develop customized investment plans
• Conduct regular client meetings and portfolio reviews
• Source new business through outreach, reports, and scheduled appointments
• Collaborate with branch teams on cross-sell opportunities and staff training
• Promote financial services through workshops, seminars, and campaigns
• Ensure compliance with all regulatory and internal guidelines

Financial Advisor Qualifications:

• Bachelor’s degree in finance, Business, or related field (preferred)
• Previous Banking Experience preferred.
• Licenses: FINRA Series 7, 63/65 (or 66); Life, Accident & Health
• Clean U-4 and background
• Strong analytical and communication skills
• Proficiency with MS Office and financial planning software

Why Join Us?

• You’ll be part of a forward-thinking team dedicated to helping members achieve financial wellness. We offer continued education, growth opportunities, and a collaborative work environment that values integrity and service.