Financial Consultant
Logix Federal Credit Union · Burbank
- Pay
- $52,728/yr
- Job type
- Full-time
- Work mode
- On-site
- Category
- Office & Professional
- Neighborhood
- Burbank
- Posted
- September 22, 2026 (yesterday)
- Last verified
- Today
About the Role
The Financial Consultant at Logix Federal Credit Union is responsible for meeting with members to identify financial needs and offering investment products through LFCU Brokerage & Insurance Services. This role delivers a goals-based wealth management approach covering retirement, education, legacy, and other life goals.
What You'll Do
- Actively prospect credit union members for potential investment clients
- Develop leads through marketing and referral programs
- Meet with members to present mutual funds, annuities, and investment products
- Ensure risk profiles, goals, and asset allocations are properly aligned for each client
- Process new account applications and ticket orders
- Coordinate and present financial seminars at the credit union or other locations
- Cross-sell credit union products and services
Requirements
- FINRA and State Insurance licenses/registrations required
- 4-year/Bachelor's degree preferred
- 2+ years of financial services or investment sales experience preferred
- Strong interpersonal and customer service skills
Pay & Benefits
$52,728/yr + commissions · On-site · Full-time
This listing comes from Logix Federal Credit Union's own careers feed and was verified again today. Stale listings are removed automatically.
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Financial Consultant
$52,728/yr