Financial Advisor - Logix Federal Credit Union
LPL Financial
Financial Advisor Position
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Logix Federal Credit Union in Burbank, CA would allow you to join the Investment Program at Logix Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Logix Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Logix Federal Credit Union for financial solutions. This position will offer:
- The ability to build a strong client base with the credit union's exceptional referral system
- Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
- The opportunity to find new clients via the credit union's member base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL's combination of tools, technology, and support
- The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our 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 you create client solutions
- The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Logix Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Logix Federal Credit Union.
Pay Range: 50,000 - 50,000 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.
LPL Financial$60k - $80k
...Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars... ...marketing and referrals. Provide referrals for other Global Credit Union services as appropriate. Participate in the credit union's...UnionTemporary workLocal area- Logix Federal Credit Union in Woodland Hills, CA is seeking a Financial Services Officer I to drive high-volume personal banking and loan sales. This full-time role focuses on helping members find the right financial solutions while meeting ambitious sales targets in a...UnionFull time
- ...Hendersonville, TN. Firefighters First Federal Credit Union has proudly been serving the... ...providing our members with exceptional financial products and services, along with our... ...investment related products to the Financial Advisor and Program Manager. Primary...UnionTemporary workWork at officeLocal areaImmediate start
- OneAZ Credit Union seeks a Financial Advisor to deliver investment and planning services aligned with members’ goals. You will use a Total-Needs Based selling approach to identify suitable insurance and securities products, build lasting relationships through periodic...UnionLocal area
- ...center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions... ...position, or for other roles we are working on.SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and...Union
$27.02 - $39.18 per hour
...center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions... ..., or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and...Union- ...Actively promote, explain and cross-sell credit union products and services, and actively... ...the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned... .... Must comply with all State and Federal regulations that pertain to the job functions...UnionWork at office
$24.44 - $35.26 per hour
...branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes... ...compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication...UnionHourly payFull timeWork at office$17 - $19 per hour
...Time)Join Us in Making an ImpactAt OneAZ Credit Union, our success is measured only by yours.... ...new challenges and shape the future of financial well-being. You take accountability for... ...and all other applicable State and Federal Financial Institution Regulations.What...UnionPart timeShift workNight shift- Logix Federal Credit Union is seeking a Branch Teller to assist members with deposits, withdrawals, transfers, and related transactions, while delivering friendly, accurate service. You will identify cross-sell opportunities, support branch balancing, and help maintain...Union
$84.15k - $105.19k
...7 Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours.... ...new challenges and shape the future of financial well-being. You take accountability for... ...originator (MLO) and is employed by a federal agency‑regulated institution will need...UnionPermanent employmentContract workFor contractorsFor subcontractorWork at office$70.3k - $115k
...Position: $70,304.00 - $115,000.00 POSITION SUMMARY: Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding...UnionRemote work- ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of... ...to embrace new challenges and shape the future of financial well-being. You take accountability for our...UnionWork experience placementLocal area
- CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor in Southern California to help members achieve long-term financial success through personalized planning, investment management, retirement strategies, and insurance solutions. You will join...Union
- CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor to join our Southern California team. You will partner with members to deliver personalized financial planning, investment guidance, retirement planning, and insurance strategies within a full...Union
- ...Investment Advisor Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial...UnionFull timePart timeRemote workFlexible hours
- ...years of relevant experience to join its Financial Regulatory practice in Los Angeles, CA. The... ...counsel various financial entities on federal and state financial laws and regulations. Responsibilities Counsel banks, credit unions, and FinTechs on financial laws. Advise on...UnionContract workWork at office
- ...Financial Advisor LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union...UnionLocal area
$26.62 - $38.6 per hour
...center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions... ...position or for other roles we are working on. SchoolsFirst Federal Credit Union is an equal opportunity employer and prohibits...UnionPart time- Summary CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with... ...members nationwide. As a not-for-profit financial institution, we are deeply committed... ....We are seeking an experienced Wealth Advisor to join our growing team in Southern California...Union
$150k - $230k
...premier California-focused financial services company... ...the readers of San Diego Union-Tribune and Orange County... ..., risk management, and credit quality oversight. You'll serve as a trusted advisor—originating and... ...Off (PTO) and 11 Paid Federal Holidays, and any applicable...UnionWork experience placementWork at officeFlexible hours- Logix Federal Credit Union in Woodland Hills is seeking a Financial Services Officer I to help members identify their financial needs and match them with the Credit Union's depository and loan products. The role emphasizes sales excellence, service quality, and regulatory...UnionFull time
$24.56 - $35.62 per hour
...branch or service center locations. Responsible for promoting credit union products and services, processing transactions related to savings... ...on assignment. Equal Opportunity Employer SchoolsFirst Federal Credit Union is an equal opportunity employer. We prohibit discrimination...UnionHourly payNight shiftDay shiftAfternoon shift$45k - $125k
Financial Services Officer I Location: US-CA-Woodland Hills ID: 2026-1636 Category: Sales Position Type: Full-Time Remote: No... ...sales skills into unlimited earning potential! Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate...UnionFull timeRemote work$23 - $29 per hour
...Description Description: At Premier America Credit Union, our Core Purpose is to serve our... ...Banker III, who is an experienced advisor in establishing, developing and retaining... ...relationships with members to help meet their financial goals. The right candidate will have...UnionHourly payWork experience placementFlexible hours- ...Financial Service Consultant II (Personal Banker) Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union...UnionTemporary workLocal areaImmediate start
$117k - $144k
...a premier California-focused financial services company dedicated to... ...from the readers of San Diego Union-Tribune and Orange County... ...referrals. Responsible for credit analysis and proper loan structuring... ...Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with...UnionWork experience placementWork at officeLocal areaFlexible hours- ...UW Credit Union in Glendale, Arizona is seeking a Part-Time Teller for their Bayshore Branch. This role involves providing exceptional member service and performing various transactions to meet members' needs. Candidates should possess a High School Diploma, have at least...UnionPart time
$180k - $250k
...This role combines advanced credit expertise with proactive business... ...to deliver tailored financial solutions and exceptional customer... ...Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable... ...the readers of San Diego Union-Tribune and Orange County Register...UnionWork experience placementWork at officeLocal areaFlexible hours$110k - $130k
...professional who combines strong financial acumen with advanced data... ...domestic partnership, civil union, or any other partnership status... ...marijuana testing, credit history, salary history, Civil... ...applicable local, state, or federal law (each, a "Protected Characteristic...UnionFull timeTemporary workWork at officeLocal areaFlexible hours2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Logix Federal Credit Union. Be the first to apply!
- financial advisor Burbank, CA
- financial associate Burbank, CA
- estate planning consultant Burbank, CA
- financial advisor associate Burbank, CA
- financial planning associate Burbank, CA
- financial planning assistant Burbank, CA
- finance associate Burbank, CA
- financial counselor Burbank, CA
- financial planning administrator Burbank, CA
- financial planner Burbank, CA


