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Full-time
bachelor degree, professional certificate
Posted 12d ago
Apply by Jul 31
~40 hrs/week
Responsibilities
The Financial Consultant is responsible for achieving monthly sales goals by identifying client financial needs and offering appropriate investment products. They also manage member leads, process operational paperwork, and deliver a goals-based wealth management approach.
Requirements
Candidates must have at least three years of experience in the securities industry and sales, along with required licenses such as FINRA Series 7, 63, 65/66, and California Life Insurance. A bachelor's degree is preferred, and advanced industry accreditation like CFP, CRPC, or AAMS is required or must be obtained within six months.
Full job description
Overview
If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team!
The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely manner. Delivers a goals-based wealth management approach, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Develops sales through prospecting, referrals, and marketing programs.
Responsibilities
Actively prospects the credit union membership for potential clients.
Develops member leads through marketing and referral programs for sales staff.
Complies with all regulatory FINRA and State Insurance laws and regulations.
Processes new account applications.
Coordinates and presents financial information seminars at the credit union or other locations.
Processes ticket orders and other operational paperwork in a timely manner.
Cross-sells products and services offered at the credit union.
Generates a minimum of $20,000 gross commissions monthly or a specified assigned goal.
Meets with members and communicates the features and benefits of mutual funds, annuities and other investment related products.
Ensures risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client.
Delivers full range of investment products and services ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.
Provides prompt, efficient and courteous service to both members and co-workers.
Adheres to the member experience as defined by management.
Works closely with other credit union departments and build positive relationships.
Consistently reports to work, on time, as scheduled.
Qualifications
Education
4 Year / Bachelors Degree Preferred
Experience
Must have a minimum of three years of experience in the securities industry and at least three years recent sales experience offering mutual funds, annuities, and insurance products.
Knowledge, Skills & Ability
Must also have a thorough knowledge of financial markets as it relates to securities and insurance sales and marketing and the ability to collect and analyze data and analyze periodic financial and insurance-related products.
Community involvement considered a plus.
California Life Only Insurance agent's and variable contract licenses are required.
NASD series 7, 63, 65 and/or 66 licenses are required.
Will consider series 6 and 63 individual with extensive experience.
Advanced industry accreditation such as a CFP, CRPC or AAMS required.
Qualified candidates without credentials must be able to obtain them within six (6) months of hire.
Should have working experience using Microsoft Office suite of products.
Disclaimer
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Logix is banking with a twist: customers become members and part-owners when they open an account here. 100% of our profits are returned to them in the form of better rates, lower fees, improved services, and increased reserves to maintain our unmatched financial strength. So while it may be intimidating to think that you own your own financial institution, having an account at Logix is exactly that. Maybe that's why over 96% of our members say they would recommend us to their friends and family.
We are proud of our Call Center, where more than 80% of all calls are answered by a "live" person (not a robot…or a recording). In addition, our branches welcome you with a continuously staffed concierge desk and free gourmet coffee; and we never needed or accepted bailout funds, because we've never lost a penny in 80 years.
You have many financial options, but owning your own financial institution? Now that's smarter banking!
Offices: 27918 Franklin Parkway, Valencia, CA 91355, US · 27051 McBean Pkwy, Suite 111, Valencia, CA 91355, US · 2944 Tapo Canyon Rd, Suite C, Simi Valley, CA 93063, US · 2060 Avenida De Los Arboles, Suite B, Thousand Oaks, CA 91362, US · 24003 Newhall Ranch Rd, Santa Clarita, California 91355, US
How many Customer Service & Support jobs are open in Burbank, CA right now?
There are currently 373 open customer service & support positions in Burbank, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Burbank, CA?
Companies currently hiring include Domino's, Costco Wholesale, The TJX Companies, Inc., Starbucks, Kroger, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Burbank, CA?
Yes — 15 of the 373 open customer service & support positions offer remote or hybrid work (5 remote, 10 hybrid).
How do I apply for Customer Service & Support jobs in Burbank, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.