Financial Consultant - San Fernando Valley

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.