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Financial Consultant

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 Job Snapshot
Location : 
3435 Wilshire Blvd., Ste. 2500
Los Angeles, CA 90010 (map it!Map it!)
Employee Type : 
Full-Time
Industry : 
Banking - Financial Services
Manages Others : 
Not Specified
Job Type : 
Finance
Education : 
4 Year Degree
Experience : 
Not Specified
Post Date : 
4/28/2013
Contact Information
Contact :
Andrew Yoon
Phone :
213-251-1674
 Description

AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 6,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based.

 

We’re looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation’s leading financial services firms.

As an AXA Advisors financial professional, you’ll be part of a recognized, respected company that offers:

 

  • High earnings potential and comprehensive benefits
  • Training, support and hands-on management
  • Advancement/management opportunities

 

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.


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 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

 Requirements

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.

Requirements:

  • 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 sponsorship1 of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations.
  • MBA, JD, CFP®, CPA or ChFC, a plus.
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