Jacob B.
Client Service Advocate @Axos Bank
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WORK HISTORY
Client Service Advocate @Axos Bank
La Jolla Shores, CA, US
Represent both Private Banking and Investment divisions, overseeing a $214M book of business and ensuring client-focused strategies for affluent relationships.• Oversee and support managed portfolios and self-directed trading platforms, directly impacting more than 6,700 clients and driving an 88% retention rate through personalized solutions.• Qualify prospects and deliver customized investment solutions for clients with $50K+ investable assets, contributing to 28% of managed portfolio AUM.• Partner with external money managers at Dimensional Fund Advisors, Invesco, Franklin Templeton, and Bitwise to prepare data illustrations and insights that help clients make informed decisions about retirement, tax strategies, and wealth management.• Drive client engagement by coordinating an average of 35 meetings per month and scheduling high-quality investment proposals for senior financial consultants.
EDUCATION
Fowler College of Business at San Diego State University
Bachelor of Science , Marketing
ABOUT JACOB B.
As a client service advocate, I specialize in delivering personalized services and account management for high-net-worth clients, leveraging my Series 65 and 63 licenses to engage in investment discussions and drive managed portfolio growth. I collaborate closely with financial consultants and internal money managers to onboard clients, craft tailored proposals, and uncover opportunities for senior financial consultants. I’m currently pursuing my Series 7 license to broaden my advisory capabilities, with a strong commitment to earning the CFP designation as the next milestone in my professional journey.
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