Financial Advisor @ LBS Financial Credit Union - Cerritos, CA

Financial Advisor

LBS Financial Credit Union
Cerritos, CA
11 days ago

Are you a licensed financial Advisor with exceptional sales and customer service skills? Would you like to work in a challenging and varied work environment?

We’d like to welcome a Financial Advisor to work with LBS Financial Credit Union and LPL Financial, responsible for combining personal skills, resources and product knowledge for the purpose of helping Member clients realize their financial goals. In this role you will have access to a full range of wealth building, managing and preserving products including; mutual funds, stocks, bonds, IRAs, insurance, and many other services to offer to our client base.

The successful candidate must…

  • Must be a highly organized self-starter with the ability to prioritize responsibilities to meet goals and deadlines.
  • Possess the ability to attract Member clients, provide exceptional service and close business with said Members.
  • Ability to develop and deliver effective, compliant and professional presentations to prospects and branch employees.
  • Have a solid understanding of retirement and investment industry trends, concepts, products and practices, and a commitment to maintaining that knowledge.
  • Have the experience to successfully assess and provide individualized, highly strategic retirement & investment consulting.


Reporting to the Vice President of Branch Operations this position is responsible for analyzing investment opportunities, building Member client relationships and developing strategies to meet their financial goals. Visibility to Members and the frontline teams that generate your referrals is essential. You will be based in the Cerritos Branch and expected to support a branch coverage schedule determined by you and your direct manager. Duties include, but are not limited to:

  • Analyze investment opportunities and member client needs, and recommend appropriate strategies.
  • Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
  • Build member client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management.
  • Coordinate member client review schedule, client surveys and newsletters.
  • Work closely with front line employees in identifying opportunities for referrals.
  • Create a sales and marketing strategy for new member client relationships.
  • Prepare and deliver presentations/seminars to members and prospects for business development purposes.
  • Attend designated trainings to stay current about products, services and policies.

This is a full-time, exempt position. The general work schedule is Monday – Friday 9:00am to 6:00pm. Please note that this position requires some flexibility; ability to work evenings, weekends, and early morning as needed. Travel as needed using personal transportation.


  • Bachelor’s Degree (B.A. /B.S.) in a related field, such as Business Administration, Finance or Accounting, or a combination of training, education, and experience considered equivalent.
  • A minimum of three (3) years’ of business experience and demonstrated track record of successful sales in a financial institution.
  • FINRA Series 7, 63, 65 (or 66 in lieu of a 63 and 65) required.
  • A valid California State Department of Insurance Life Agent License required.
  • Solid understanding of retirement and investment industry trends, concepts, products and practices.
  • Excellent written and oral communication skills.
  • Impeccable interpersonal skills and professional demeanor.
  • Proficient PC skills including Microsoft Office software, such as Outlook, Word, Excel, etc.
  • Must be able to learn to proficiently operate transaction, data, information, training software platforms provided by the credit union’s chosen third-party broker/dealer.
  • Requires good memory and knowledge retention skills and ability to multi-task effectively.
  • Must be willing to travel, and have access to personal transportation.
  • Position may require working some evenings, early mornings and weekends.


LBS Financial offers our Full-time employees:

  • Excellent benefits package: Medical, Dental, and Vision.
  • Paid holidays and other Paid Time Off: Vacation, Sick, and Floating Holiday.
  • Fully funded pension plan.
  • 401(k), Life Insurance, and Long Term Disability.
  • Rewards and Recognition Program.
  • Paid Volunteer hours.
  • Loan discounts and free branch services.
  • Plus a variety of additional voluntary benefits.

…and we haven’t left our Part-time employees out, LBS Financial offers:

  • We offer voluntary Medical & Dental benefits.
  • Accrued Time Off: Vacation, Sick, and Floating Holiday.
  • Voluntary 401(k) & the opportunity to qualify for fully funded pension plan.
  • Rewards and Recognition Program.
  • Paid Volunteer hours.
  • Loan discounts and free branch services.
  • Discount entertainment, movie tickets, travel, car rentals, and much more.

We are looking for friendly, caring and enthusiastic individuals with a passion for service and accuracy to join our team!

For over 84 years, LBS Financial Credit Union has been committed to serving the local area, focused on connecting families, neighbors and our community with paths to success. LBS Financial is a fiscally stable credit union with over $ 1.5 billion in total assets and serving over 135,000 Members. We connect with our Members through a shared purpose and common goals while providing access and direction to make their financial dreams a reality. Our Credit Union is dedicated to making an impact in the community through employee volunteerism and support for groups with an emphasis on public education or improving our local environment and the well-being of our community.

If you’d enjoy working in a unique, dynamic work environment, come experience the difference that a TOTAL REWARDS package can make in your life. LBS Financial employees enjoy a unique culture focused on the values of Trust, Human Focus, Value, and Teamwork. Come join a team that values Members & Employees (ME).

For additional information about our Credit Union and to apply for this opportunity, please visit our website at Candidates are subject to successful completion of background, bondability, and prior employment verifications. EOE

Monday - Friday 9:00 am - 6:00 pm occasional Saturdays and possible evenings.