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Territory Financial Consultant - Invest & AUM
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-02-05
Listing for:
Axos Bank
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A financial services company is looking for a Financial Specialist to develop client relationships within a territory. The role involves engagement in investment planning, client education, and achieving sales goals in a dynamic financial environment. Ideal candidates should have a Bachelor's degree and 4-6 years of experience in financial services, along with strong communication and sales skills. Comprehensive benefits are included, and candidates must maintain relevant financial licenses.
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