Wealth Advisor - Investment Planning & Client Growth
Job in
Burbank, Los Angeles County, California, 91520, USA
Listed on 2026-08-03
Listing for:
Logix Federal Credit Union
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
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).
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