San Diego, California, United States · On-site
Axos Invest, Inc. Target Range: $70,304.00/Yr. - $70,304.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a c…
Skills: Financial planning, Investment management, Sales, Client relationship management, Portfolio management
New York, New York, United States · On-site
$80k–$95k/yr
Axos Bank Target Range: $80,000.00/Yr. - $95,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commissio…
Skills: Portfolio Management, Credit Underwriting, Financial Analysis, Credit Risk Principles, Borrowing Base Analysis
San Diego, California, United States · Remote OK
$80k–$100k/yr
Axos Bank Target Range: $80,000/Yr. - $100,000/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual D…
Skills: Loan Underwriting, Risk Analysis, Commercial Spreading, Cash Flow Analysis, Financial Statement Evaluation
Las Vegas, Nevada, United States · On-site
$17/hr–$21/hr
Axos Bank Target Range: $17.25/Hr - $21.00/Hr+ Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discr…
Skills: Facilities Coordination, Office Administration, Vendor Management, Customer Service, Work Order Tracking
San Diego, California, United States · On-site
$125k–$175k/yr
Axos Bank Target Range: $125,000.00/Yr. - $175,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an A…
Skills: Commercial Underwriting, Financial Statement Analysis, Loan Structuring, Collateral Evaluation, Cash Flow Modeling
Manila, Metro Manila, Philippines · On-site
About This Job An Assistant Vice President (AVP), Accounting Manager at Axos Financial directs day-to-day accounting operations, month-end closures, and prepares workbooks to support regulatory reporting. They ensure GAA…
Skills: GAAP, Regulatory Reporting, SOX Compliance, Internal Controls, Financial Statement Preparation
Manila, Metro Manila, Philippines · On-site
Axos Business Center, Corp About This Job An Assistant Vice President (AVP), Accounting Manager at Axos Financial directs day-to-day accounting operations, month-end closures, and prepares workbooks to support regulatory…
Skills: GAAP, Regulatory Reporting, SOX Compliance, Financial Statement Preparation, Internal Controls
Manila, Metro Manila, Philippines · On-site
Axos Business Center, Corp About This Job Leads a team executing core accounting operations; owns the close process, ensures journal entries and reconciliations are accurate, and maintains consistent application of inter…
Skills: Accounting Operations, Financial Close Process, Journal Entries, Reconciliations, Internal Controls
San Diego, California, United States · On-site
$100k–$125k/yr
Axos Bank Target Range: $100,000/Yr. - $125,000/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual …
Skills: Jumbo Loan Underwriting, Credit Analysis, Risk Analysis, FNMA Guidelines, FHLMC Guidelines
Manila, Metro Manila, Philippines · On-site
About This Job Leads a team executing core accounting operations; owns the close process, ensures journal entries and reconciliations are accurate, and maintains consistent application of internal controls. Lead month-en…
Skills: Core Accounting Operations, Financial Close Process, Journal Entries, Account Reconciliations, Internal Controls
Manila, Metro Manila, Philippines · On-site
Axos Business Center, Corp About This Job The Senior Accountant is responsible for maintaining accurate financial records, supporting financial reporting, and ensuring compliance with accounting principles, regulatory re…
Skills: General Ledger Accounting, Financial Reporting, Account Reconciliation, Month-end Close, Financial Analysis
San Diego, California, United States · On-site
$70k–$71k/yr
Axos Bank Target Range: $70,304.00/Yr. - $71,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Ann…
Skills: Campus Recruiting, Program Coordination, Interview Scheduling, Onboarding, ATS
San Diego, California, United States · On-site
$80k–$90k/yr
Axos Bank Target Range: $80,000.00 /Yr. - $90,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an A…
Skills: Full-cycle Recruiting, Sourcing, Interviewing, Project Management, Stakeholder Communication
Centennial, Colorado, United States · On-site
$115k–$130k/yr
Axos Bank Target Range: $115,000.00/Yr. - $130,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an A…
Skills: Strategic HR Partnership, Workforce Planning, Talent Management, Organizational Development, Employee Engagement
San Diego, California, United States · On-site
$71k–$77k/yr
Axos Bank Target Range: $70,500.00/Yr. - $77,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Ann…
Skills: Project Management, Marketing Strategy, Lead Generation, Market Analysis, CRM
Las Vegas, Nevada, United States · On-site
$18/hr–$24/hr
Axos Bank Target Range: $18.00/Hr. - $24.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commission eligib…
Skills: Debt Collection, Accounts Receivable, Customer Communication, Payment Negotiation, Record Keeping
Washington, District of Columbia, United States · Remote OK
$70k–$75k/yr
Axos Bank Target Range: $70,000.00/Yr. - $75,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commissio…
Skills: Commercial Real Estate Lending, Credit Analysis, Loan Structuring, Underwriting, Relationship Management
San Diego, California, United States · On-site
$75k–$100k/yr
Axos Bank Target Range: $75,000.00/Yr. - $100,000.00Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Ann…
Skills: Portfolio Management, Credit Analysis, Commercial Lending, Financial Statement Analysis, Covenant Tracking
Las Vegas, Nevada, United States · On-site
$20/hr–$27/hr
Axos Bank Target Range: $20/Hr. - $27.88/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commission eligible …
Skills: Team Leadership, Performance Metrics Tracking, Coaching and Development, Regulatory Compliance, Escalation Management
San Diego, California, United States · On-site
$22/hr–$28/hr
Axos Bank Target Range: $22.50/hr. - $28.00/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Disc…
Skills: Customer Success, Problem Solving, Written Communication, Microsoft Office, Call Control Techniques
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The Financial Specialist is responsible for growing assets, revenue, and client relationships within a specified territory. They provide oversight to team members and engage clients through investment planning and lifecycle processes.
Candidates must have a bachelor's degree and at least 4 years of financial services experience. Proficiency in broker-dealer functions, RIA operations, and investment products is required, along with active industry licenses.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
This is a commission eligible role.
Responsible for the growth of clients, AUM, accounts, and revenue in a specified territory.
Provides management, oversight, and training to their team member(s) in the Client Service Advocate role.
Actively pursue each lead for the territory through a disciplined client introduction and engagement proces.
Engage with clients using Axos Invest Financial Planning and Investing Lifecycle Investment Planning processes.
Educate clients on Axos Invest investment solutions and platforms. Assist clients in evaluating their investment platform options to develop an overall investment plan. Assist the client in transferring assets and coordinating with Axos Portfolio Management Group on the implementation of the assets into the investment solutions designated.
Provide continuous engagement with clients and prospects through disciplined call rotation policy and use of Client Service Advocate to identify new assets and/or opportunities for Invest.
Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention.
Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings.
Is responsible to meet individual assigned sales goals of invest account and revenue generation.
Is responsible to meet individual assigned sales goals of invest account and revenue generation.
Is responsible to maintain active Series 7, Series 66 or Series 63 &65 licenses through continuing education requirements.
Is responsible for maintaining knowledge, expertise, and skills related to the investment products and asset managers available in the platform.
Is responsible for maintaining knowledge, expertise, and skills related to Invest planning and investment tools to assist with client analysis and proposal.
Bachelors
4+ year's financial services experience; working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts.
Strong sales, communication, consulting skills required.
Experience acting as a financial consultant/advisor is preferred.
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
25 years of Banking Evolved.
About Axos Born digital in 2000, Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions. We don't see boundaries between banking, investing, clearing, or custody—we see opportunities to connect, to unify, to reimagine what's possible. Because clients don't need multiple providers, they need Axos. One firm. Many ways forward. Banking Evolved. Member FDIC | View disclosures at axosbank.com Want to shape the future of financial services with us? Explore our open roles here: https://www.axosbank.com/careers
Offices: 4350 La Jolla Village Dr, San Diego, California 92122, US
25 years of Banking Evolved.
About Axos Born digital in 2000, Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions. We don't see boundaries between banking, investing, clearing, or custody—we see opportunities to connect, to unify, to reimagine what's possible. Because clients don't need multiple providers, they need Axos. One firm. Many ways forward. Banking Evolved. Member FDIC | View disclosures at axosbank.com Want to shape the future of financial services with us? Explore our open roles here: https://www.axosbank.com/careers
Offices: 4350 La Jolla Village Dr, San Diego, California 92122, US
