Axos Bank · 21 hours ago
Financial Consultant- Invest
HQ - San Diego, CA
Full-time
Onsite
Mid Level
$65K/yr - $70K/yr
4+ years expAxos Invest is seeking a Financial Specialist who creates and develops relationships with clients within a specified territory. The role focuses on introducing Axos Invest solutions, deepening client relationships, and supporting clients' financial planning and investment needs.
Banking
Responsibilities
Responsible for the growth of clients, AUM, accounts, and revenue in a specified territory
Provides management, oversight, and training to their team member(s) in the Client Service Advocate role
Actively pursue each lead for the territory through a disciplined client introduction and engagement proces
Engage with clients using Axos Invest Financial Planning and Investing Lifecycle Investment Planning processes
Educate clients on Axos Invest investment solutions and platforms. Assist clients in evaluating their investment platform options to develop an overall investment plan. Assist the client in transferring assets and coordinating with Axos Portfolio Management Group on the implementation of the assets into the investment solutions designated
Provide continuous engagement with clients and prospects through disciplined call rotation policy and use of Client Service Advocate to identify new assets and/or opportunities for Invest
Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention
Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings
Is responsible to meet individual assigned sales goals of invest account and revenue generation
Is responsible to meet individual assigned sales goals of invest account and revenue generation
Is responsible to maintain active Series 7, Series 66 or Series 63 &65 licenses through continuing education requirements
Is responsible for maintaining knowledge, expertise, and skills related to the investment products and asset managers available in the platform
Is responsible for maintaining knowledge, expertise, and skills related to Invest planning and investment tools to assist with client analysis and proposal
Qualification
Required
Bachelors
4-6 year's financial services experience; working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts
Strong sales, communication, consulting skills required
Experience acting as a financial consultant/advisor is preferred
Is responsible to maintain active Series 7, Series 66 or Series 63 &65 licenses through continuing education requirements
Is responsible for maintaining knowledge, expertise, and skills related to the investment products and asset managers available in the platform
Is responsible for maintaining knowledge, expertise, and skills related to Invest planning and investment tools to assist with client analysis and proposal
Preferred
Experience acting as a financial consultant/advisor is preferred
Benefits
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Company
Axos Bank
Axos Bank is an online bank that assists consumers and businesses in managing their finances.
1001-5000 employees
H1B Sponsorship
Axos Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Raymond Matsumoto
Executive Vice President - Chief Operating Officer
Recent News
2026-01-17
2026-01-05
Company data provided by crunchbase