Financial Professional - NY, Woodbury (2699)

Location New York, United States
Experience level Sales / Experienced Hire
Job details sector Sales and Distribution
Apply before Permanent offer

Company Overview


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.