AVP, Financial Consulting

Axos Bank

AVP leading distribution efforts to grow assets under management at Axos Investment. Coaching Financial Consultants and designing national strategies across the country.

Posted 7/8/2026full-timeSan Diego • California, Nevada, New York • 🇺🇸 United StatesLead💰 $90,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading and developing financial consultants while executing national distribution strategies to enhance assets under management (AUM) and revenue. Strong knowledge of investment products, compliance regulations, and performance monitoring is essential.

Highest-signal resume keywords

Team LeadershipInvestment Product KnowledgeSales Performance MonitoringFINRA Series 7 and 66Asset Management Distribution

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Planning PrinciplesPortfolio ConstructionKPI ImplementationSales Effectiveness TrainingDistribution Strategy Design

Soft Skills

CoachingCollaborationDevelopment

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 24CFACFP

Industry Keywords

Asset ManagementWealth ManagementFINRA ComplianceSEC ComplianceInvestment Philosophy

About the role

Key responsibilities & impact

Lead, coach, and develop a team of six Financial Consultants across the country
Design and execute national distribution strategies to grow AUM and revenue
Deliver training and development programs focused on investment products and sales effectiveness
Collaborate closely with the CIO to align distribution efforts with the firm’s investment philosophy
Monitor sales performance, pipeline activity, and implement KPIs and reporting frameworks
Ensure compliance with FINRA, SEC, and internal policies

Requirements

What you’ll need

7+ years of experience in asset or wealth management distribution
Strong understanding of investment products, portfolio construction, and financial planning principles
Proven ability to coach and develop financial advisors in both technical and sales competencies
FINRA Series 7 and 66 (or 63/65) required; Series 24 preferred
Bachelor’s degree required; advanced degree or professional designations (e.g., CFA, CFP®) a plus

Benefits

Comp & perks

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