Financial Consultant- Invest

Axos

San Diego, CA, United States
Base: 70,304.00pyr.; bonus/equity: 0%; benefits: n...
Strong sales and communication skills
Experience in financial services
Knowledge of investment products
Axos Invest is seeking a Financial Specialist who creates and develops relationships with clients within a specified territory

Job Summary

  • Axos Invest is seeking a Financial Specialist who creates and develops relationships with clients within a specified territory.
  • Financial Specialists are focused on increasing assets and generating revenue to Axos Invest.
  • Employees may benefit from medical, dental, vision, and life insurance, along with a 401(k) retirement saving plan.

Matching Summary

Axos Invest is seeking a Financial Specialist who creates and develops relationships with clients within a specified territory.

Salary

Base: 70,304.00/Yr.; Bonus/Equity: 0%; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong sales and communication skills
  • Experience in financial services
  • Knowledge of investment products

Nice-to-have

  • Experience as a financial consultant
  • Ability to educate clients
  • Team management skills

Key Requirements

  • 4+ years financial services experience
  • Active Series 7, Series 66 or Series 63 & 65 licenses
  • Working knowledge of broker dealer and RIA functions

Work Rights

Not specified

Tailored Resume

Cover Letter