• Financial Advisor for the Retirement Benefit Group

    AXA Advisors, LLC
    Job Description

    Join AXA Advisors, LLC –

    As an affiliate of AXA Equitable Life Insurance Company (NY, NY) and a member of the AXA Group*, one of the world's most admired financial services organizations with 92 billion Euros in revenue as of December 31, 2014, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving practice.

    Job Description

    Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.

    Answering clients' questions about the purposes and details of financial products, services and strategies.

    Building and maintaining client bases, keeping current client strategies up-to-date and acquiring new clients on an ongoing basis.

    Contacting clients periodically to determine if there have been changes in their financial status.

    Explaining and documenting for clients the types of services that are to be provided and the responsibilities to be taken by the personal financial professional.

    Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and trust documents.

    Implementing financial planning** recommendations, or refer clients to other professionals who can assist them with plan implementation.

    Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.

    Individuals who excel at AXA Advisors come from many different professional backgrounds including:

    Law

    Brokerage

    Banking

    Management

    Accounting

                               

    Job Requirements

    Strong business background and personal history of success

    Integrity, a dedicated work ethic and the desire to help others

    Strong interpersonal and communication skills

    FINRA Series 7 & 63 registrations are preferred

    Advanced degrees or designations such as MBA, JD, CFP®, CPA or ChFC are advantageous.

    Must be a US Citizen or permanent resident

     

    GE- 105091 (6/15) (Exp 6/17)

     

    AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC is an Equal Opportunity Employer M/F/D/V.

    * ”AXA Group” refers to AXA, a French holding company for a group of international insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.

    **Fee based and Non-fee Based Financial Planning is offered by Financial Professionals who are Investment Advisor Representatives.

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