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).
#J-18808-LjbffrWealth Advisor - Investment Planning & Client Growth in burbank at Unknown Company
This position is listed as full time and onsite.