Saratoga County Chamber of Commerce
Job Offer #12592
 

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Job Title.
   Financial Advisor for Retirement Benefits Group
 
Short Description of the Job.
   Opportunity to grow a thriving business
 
Complete Description of the Job.
   As an affiliate of AXA Equitable Life Insurance Company (NY, NY) and a member of the AXA Group*, one of the world's most admired financial services organizations with 92 billion Euros in revenue as of December 31, 2014, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving practice. 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
 
Job Category.
   Financial Services
 
Job Level.
   Entry Level
 
Position Type.
   Full Time
 
For More Information Contact.
   Christopher Fabian
518-373-7386
christopher.fabian@axa-advisors.com
 
Employer Info.
   AXA Advisors, LLC
5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
 
 
To E-Mail Application To Employer.
   E-Mail:christopher.fabian@axa-advisors.com
 

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