AXA Advisors Franklin, TN, USA
Aug 29, 2019Full time
* 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-140436 (10/18) (EXP. 10/20) AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC is an Equal Opportunity Employer M/F/D/V.