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.
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.