- Employer: AXA Advisors, LLC
- Type of Position: Full-Time Job
- Industry: Finance
- Location: Woodbury, NY
- Salary Range: Commensurate with experience
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
Provide information/education to clients about the purpose and details of financial products, services and strategies.
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
Contact clients periodically to determine if there have been changes in their financial status.
Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Required Education and Experience:
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the
desire to help others plan for and protect their financial futures.
Team player who possesses excellent interpersonal skills and communication abilities, with a high
degree of self-confidence.
Ability to draw upon past/present experiences and acquaintances to develop markets and build
upon them to sustain long-term relationships.
Must be a US Citizen or permanent resident
A four-year college degree is preferred and relevant professional FINRA securities registrations
are a plus. If you do not have the following, you will be required to attain them, under the
sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations.
MBA, JD, CFP®, CPA or ChFC, a plus.
Copy and paste the link below to apply:
1000 Woodbury Rd, Suite 300, Woodbury, NY 11797