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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This position is listed as full time and onsite.