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Investment Planning & Growth Specialist
Job in
Coronado, San Diego County, California, 92118, USA
Listed on 2026-08-02
Listing for:
Axos Invest, Inc.
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Axos Invest, Inc. is seeking a Financial Specialist to build client relationships within a defined territory in California. You will introduce Axos Invest solutions, deepen client relationships, and support financial planning and investments while ensuring compliance with company standards.
The role requires strong sales and financial advisory skills, a valid Series 7/66/63-65 license maintenance, and a focus on growing assets and revenue for Axos Invest.
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