Financial Professional
Description
Company Overview
Join AXA -
* The AXA Group is listed in the Top 10 of Fortune’s 2009 “Global Most Admired Companies” by Industry
* The AXA Group is the #1 financial services company in the world.
* The AXA Group is ranked the world’s 15th largest company on Fortune Magazine’s Global 500 list. ”
As a subsidiary of AXA Financial and a member of the AXA Global Group, one of the world’s most admired financial services companies with over 981 billion Euroes in assets under management as of December 31, 2008, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving business with the support and strength of two powerful organizations
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 plans 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 wills.
* 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.
Job Requirements
Individuals who excel at AXA Advisors come from many different professional backgrounds including:
* Law
* Brokerage
* Banking
* Management
* Accounting
* May have a natural market of clients among their friends, colleagues and associates.
* FINRA Series 6/7, 65/66, 24 Registration(s)
* MBA, JD, CFP®, CPA or ChFC are advantageous.
* Integrity, a dedicated work ethic and the desire to help others are inherent to the success of this business.
* Must be a US Citizen or permanent resident
GE-49312 (5/09)
AXA Advisors, LLC (NY, NY) is an Equal Opportunity Employer M/F/D/V.
1 Global Most Admired by Industry: Securities (by revenue) Fortune magazine, March 16, 2009.
2 FORTUNE 2008 Global 500 by Industry: Insurance – Life, Health, (by revenue) Fortune magazine, July 21, 2008.
3 FORTUNE 2008 Global 500, (by revenue) Fortune magazine, July 21, 2008.
4 As of 12/31/08. Figure is $1.37 trillion using 12/31/08 closing exchange rate of Euro 1 = $1.395. AXA is based in France where the official currency is the Euro.
*“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.
In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. AXA Equitable Life Insurance Company is an Equal Opportunity Employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
https://www1.recruitingcenter.net/Clients/AXA/PublicJobs/controller.cfm?jbaction=JobProfile&Job_Id=10087
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