Financial Advisor - Logix Federal Credit Union

About the role

This employment opportunity at Logix Federal Credit Union in Burbank, CA allows you to join the Investment Program at Logix Federal Credit Union as a Financial Advisor associated with LPL Financial.

Responsibilities

• Build a strong client base with the credit union’s exceptional referral system
• Manage several branch territories with significant deposit base, including current members needing financial support
• Find new clients through the credit union’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs
• Utilize the credit union’s reputation and community standing to capitalize on opportunities

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Qualifications

The ideal candidate will have a proven track record in investment sales and a passion for building relationships with clients. A strong background in financial planning and a commitment to excellence are essential.

Skills

Strong interpersonal skills, excellent communication abilities, and the ability to work independently and as part of a team are crucial. Proficiency in Microsoft Office and a solid understanding of financial products and services are also beneficial.

Benefits

LPL Financial offers comprehensive benefits to its advisors, including:

• Access to proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help create client solutions
• The freedom to create solutions specific to individual client needs

Pay

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Schedule

The schedule for this position is flexible and tailored to meet the needs of both the employee and the credit union. Regular office hours are typically Monday through Friday, but may vary based on the specific branch location.