Financial Consultant

Logix Federal Credit Union

Financial Consultant role focusing on financial needs and investment products at LFCU. Meeting sales goals and providing wealth management advice.

Posted 7/31/2026full-timeBurbank • California • 🇺🇸 United StatesMid-LevelSenior💰 $52,728 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management and financial product sales, with a strong focus on client needs assessment and risk alignment. Proficient in delivering financial seminars and achieving sales targets through effective prospecting and cross-selling strategies.

Highest-signal resume keywords

Wealth ManagementSecurities Industry ExperienceCalifornia Life Insurance LicenseNASD Series 7 LicenseSales Experience with Mutual Funds

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Product KnowledgeData Collection and AnalysisSales Strategy DevelopmentRisk Assessment

Soft Skills

Client Relationship ManagementEffective CommunicationPrompt Service Delivery

Tools & Technologies

Microsoft Office Suite

Certifications & Qualifications

CFPCRPCAAMSNASD Series 63 LicenseNASD Series 65 License

Industry Keywords

Financial MarketsInsurance SalesInvestment ProductsCross-SellingGoals-Based Approach

About the role

Key responsibilities & impact

Achieve stated monthly sales goals by meeting with clients to identify financial needs
Offer appropriate investment products through LFCU Brokerage & Insurance Services
Process operational paperwork in a timely manner
Deliver a goals-based wealth management approach
Develop sales through prospecting, referrals, and marketing programs
Present financial information seminars
Cross-sell products and services offered at the credit union
Generate a minimum of $20,000 gross commissions monthly
Ensure risk profiles, goals, objectives, and asset allocations are aligned with each client
Provide prompt, efficient service to both members and co-workers

Requirements

What you’ll need

4 Year / Bachelor's Degree Preferred
Minimum of three years experience in the securities industry
Minimum of three years recent sales experience offering mutual funds, annuities, and insurance products
Thorough knowledge of financial markets as it relates to securities and insurance sales and marketing
Ability to collect and analyze data and analyze periodic financial and insurance-related products
California Life Only Insurance agent's and variable contract licenses required
NASD series 7, 63, 65 and/or 66 licenses required
Working experience using Microsoft Office suite of products
Advanced industry accreditation such as a CFP, CRPC or AAMS required

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off