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© All Rights Reserved. ApplyBlast.com
Logix Federal Credit Union
The Financial Consultant is responsible for achieving monthly sales goals by meeting with clients to identify financial needs and offer appropriate investment products through LFCU Brokerage & Insurance Services. This role delivers a goals-based wealth management approach, including planning for retirement, education, and legacy, while developing sales through prospecting and referrals. The position requires compliance with regulatory laws and processing operational paperwork in a timely manner.
Headquarters
Valencia, California, United States
Company Size
501-1000 employees
Founded
1937
Logix Federal Credit Union is a Southern California-based, member-owned financial cooperative that brands itself as "smarter banking" for consumers and businesses. It offers everyday banking and lending products — including low-rate loans, checking, high-yield savings, and retirement accounts — along with online/mobile banking. Members also get broad ATM access (about 30,000 ATMs) and a focus on competitive rates and personalized service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Logix Federal Credit Union.
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