Financial Advisors for the Retirement Benefits Group, AXA Advisors, Clifton Park, NY

Posted: 06/30/18 | SHARE:

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 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 

Qualifications:

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

To apply

Send resume and cover letter addressed to Mr. Christopher Fabian to Nicole.Burch@axa-advisors.com

Return to job listings