Financial Consultant - Invest

What you’d do

Grows client assets, accounts and revenue in an assigned territory by pursuing leads and introducing Axos Invest solutions, and supports clients' financial planning and investment needs. Also oversees and trains Client Service Advocates. Full time at the San Diego HQ. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• 4+ years financial services experience
• Knowledge of broker dealer and RIA functions
• Knowledge of ETF, MF, 529 and financial planning tools
• Strong sales, communication and consulting skills