Wealth Advisor - Investment Planning & Client Growth

Logix Federal Credit Union; Burbank (CA); On-site; USD 44,719 - 60,367; Full time

Job summary

Logix Federal Credit Union is seeking a Financial Consultant to meet monthly sales goals by assessing clients' financial needs and offering investment products through LFCU Brokerage & Insurance Services. The role emphasizes goals-based wealth management, retirement planning, and education on mutual funds, annuities, and insurance.

The ideal candidate has 3+ years in securities sales, NASD licenses, and a CFP/CRPC/AAMS credential (or willingness to obtain).

Qualifications

• Requires 3+ years in the securities industry and 3+ years of recent sales experience with mutual funds, annuities, and insurance products.
• California Life Only Insurance licenses and variable contracts required.
• NASD Series 7, 63, 65 and/or 66 licenses required; Series 6/63 acceptable with extensive experience.
• CFP/CRPC/AAMS credentials preferred; candidate must obtain credentials within six months of hire.
• Proficiency with Microsoft Office suite is expected.

Responsibilities

• Actively prospect members for potential clients.
• Develop member leads through marketing and referrals for sales staff.
• Cross-sell products and services offered at the credit union.
• Meet monthly sales goals and present investment information seminars.

Skills

Financial markets knowledge

Data analysis

Microsoft Office

Sales experience

Regulatory compliance

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Logix Federal Credit Union is seeking a Financial Consultant to meet monthly sales goals by assessing clients' financial needs and offering investment products through LFCU Brokerage & Insurance Services. The role emphasizes goals-based wealth management, retirement planning, and education on mutual funds, annuities, and insurance.

The ideal candidate has 3+ years in securities sales, NASD licenses, and a CFP/CRPC/AAMS credential (or willingness to obtain).