DCSIMG

Job Details

Position Information

Title  Financial Professional
Salary  commensurate with experie
Description  • 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
You don’t need to have a finance or economics degree to be a successful financial professional. At AXA Advisors, training is a process not an event, whereby our financial
professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide
comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in
the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
Required 
Skills 
• 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.

Individuals who excel at AXA Advisors come from many different professional backgrounds including:
• Law
• Brokerage
• Banking
• Management
• Accounting
• Sales
Preferred 
Application 
Method 
Email

Hiring Organization

Name  AXA Advisors,LLC
Description  • 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
You don’t need to have a finance or economics degree to be a successful financial professional. At AXA Advisors, training is a process not an event, whereby our financial
professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide
comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in
the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
Industry  Finance / Banking Financial Services and Planning
Web site 
Address 
http://Longisland.AXA-Advisors.com

Hiring Contact Information

Name  Mr. Peter Wright
Title  Financial Professional
Department  Finance
Email 
Address 
Peter.wright@axa-advisors.com
Mailing 
Address 
1000 Woodbury Road
Woodbury NY 11797
Phone 
Number 
631-385-5294
Fax 
Number 
631-424-0345
Alumni?  No

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