Financial Consultant- Invest
$70,304–$70,304 year
On-site · San Diego, California, United States
Job Summary
Financial Specialists at Axos Invest develop relationships with clients, drive revenue growth, and provide comprehensive support for financial planning and investment needs. Responsibilities include managing a team, pursuing client leads, educating clients on investment solutions, and meeting sales goals. The role requires maintaining active Series 7, Series 66 or Series 63 & 65 licenses and a strong background in financial services, specifically with Managed Accounts and investment products.
Required Qualifications
- Bachelors degree
- 4+ years financial services experience
- Working knowledge of broker dealer and RIA functions
- Working knowledge of Invest products (ETF, MF, 529, Financial Planning tools)
- Strong sales, communication, consulting skills.
Desired Qualifications
- Experience acting as a financial consultant/advisor is preferred.
Additional Requirements
- Candidate must pass a credit check
- Candidate must pass a criminal background check
- Candidate must pass a pre-employment drug screening
- Positive test for marijuana disqualifies the candidate.
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