Financial profesional

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.

As an AXA Advisors Financial Professional, you’ll have the operational flexibility of an entrepreneur while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations.

Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.

Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC and JPMorgan Chase

We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth

If you want to take the next step in your career, take it with Nationwide! We are an independent Nationwide agency seeking a new Financial Professional to join our team

PROVIDE GUIDANCE TO CLIENTS REGARDING THE ADVANTAGES AND DISADVANTAGES OF VARIOUS INVESTMENT PRODUCTS AND STRATEGIES

The ideal candidate is a serious investment professional with years of experience, an existing client-base, and who understands the business.

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.