Job Description
Company Overview
Join AXA â€"
The AXA Group* is listed in the Top 10 of Fortune's 2009 "Global Most Admired Companies" by Industry[1]
The AXA Group is the #1 financial services organization in the world.[2]
The AXA Group is ranked the world’s 15th largest company on Fortune Magazine’s Global 500 list.[3]
As a subsidiary of AXA Financial and a member of the AXA Group, one of the world's most admired financial services organizations with over $1.37 trillion in assets under management as of December 31, 20084, 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.
4using 12/31/08 closing exchange rate of Euro 1= $1.395.
*“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.
Related Search Terms: Financial Advisor, Sales, Sales Management, Investments, Securities, NASD, FINRA, Series 6, Series 7, Broker, Agent, Representative, Registered Representative, Financial Sales, Planner, Wealth Management, Planning, Financial Planner, Fortune 100
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