Senior Manager – Financial Planning

Location NORTH CAROLINA, United States
Experience level Experienced Hire
Job details sector Sales and Distribution
Apply before Date not available

Supervise the financial planning process for both fee and non-fee tools through collaboration with Advisors. Ensure quality of advice through collaboration with the advisor for utilizing all supported tools (both comprehensive, and goal/need based) . This support  includes 1-800 call support, financial planning case design, and one-on-one consultations.  Identify gaps in financial plans and assisting our financial professional in bridging the gap. Review plans for input errors and validates the reasonableness of the plan against client's asset goals and risk tolerance to develop strategic insights and recommendations on developments influencing AXA Advisors’ life, annuity, and advisory business. Has supervisory responsibility (series 24) and authority to approve the suitability of financial planning and investment advisory activities. Provides subject matter expertise for training and development.  Manages asset allocation models and associated risk tolerance questionnaires, as well as coordinating with financial planning platform providers.

  • 5 years as a financial planning analyst
  • Proficient in financial planning software tools (i.e. – NaviPlan, e Money, Profiles)
  • Strong knowledge of asset allocation and risk tolerance questionnares
  • Bachelor Degree - Accounting / Finance or Business Degree required
  • Series 7 & 24, 63/65 or 66, CFP or working toward the designation (some modules completed)
  • Minimum of 3-5 years Financial Services experience required.
  • Excellent telephone communication skills and etiquette.
  • Strong interpersonal communication skills with proven ability to build effective relationships.
  • Strong working knowledge of retail financial services industry
  • Strong knowledge of insurance products (e.g., life, annuity and employer sponsored) 
  • Strong knowledge of industry standard planning concepts. 
  • Ability to work both independently and as part of a team.  
  • Detail oriented
  • Commitment to learning and expanding knowledge of financial services

NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.