Logix Federal Credit Union · 11 hours ago
Associate Financial Consultant II-Woodland Hills area
Valencia, CA, US
Full-time
Onsite
Mid Level
$21.63/hr - $21.63/hr
3+ years expLogix Federal Credit Union is seeking an Associate Financial Consultant to support multiple Financial Consultants with client management and appointment scheduling. The role involves handling client inquiries, managing account servicing, and conducting research and report generation as directed by management.
BankingFinancial ServicesInsuranceLendingMortgage
Responsibilities
Provides administrative support to Financial Consultants which includes assisting with prospective and existing investment clients' questions, issues and needs
Handles the servicing needs of existing investment clients including money movement, account opening and closing and other client requests or as directed by the Financial Consultants
Handles all communication timely and effectively, including phone calls, emails, mail and approved messaging from clients, prospects, internal/external partners and management
Efficiently handles new business, including account opening, approvals, account transfers, follow up and tracking for completion and communicates with Financial Consultants as needed to complete processes
Processes forms and requests pertaining to new and existing annuities, mutual funds, life insurance and Long-Term Care accounts/policies
Maintains tracking of sales activities, production and maintains a list of tasks and their current status
Monitors issues and notifications on the brokerage platform and addresses them in a timely manner
Works hard to learn the features, benefits, risks and costs associated with the investment products and services provided as in their own professional development
Maintains compliant with OSJ and FINRA requirements
Provides superior customer service and communication and conducts themselves in a manner consistent with Logix values and conforming to all laws, rules, regulations and Logix policies and procedures
Qualification
Required
3-5 years of experience
Must have current and clean FINRA Series 7, Series 63 & 65 or 66, as well as Life and Disability Insurance Licensing. Candidates with Series 6 and/or 63 must acquire their Series 7 and 65 or 66
Must possess a good working knowledge of immediate, fixed & variable annuities, mutual funds, life insurance and long term care
Must also have a working knowledge of Microsoft Office programs including Excel, Word, PowerPoint, and Outlook as well as broker/dealer and contact management systems
Maintains compliant with OSJ and FINRA requirements
Provides superior customer service and communication and conducts themselves in a manner consistent with Logix values and conforming to all laws, rules, regulations and Logix policies and procedures
Preferred
4 Year / Bachelors Degree
Project management experience is a plus
Company
Logix Federal Credit Union
Logix is banking with a twist: customers become members and part-owners when they open an account here.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ana Fonseca
President & CEO
A
Andrea Carpenter
EVP, Chief Operating Officer at Logix
Recent News
2025-04-28
2025-04-15
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