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A career in financial services can be about far more than numbers—it can be an opportunity to build trusted relationships and help people make informed decisions about their financial future. This Financial Professional position offers motivated individuals the chance to analyze clients’ financial situations, understand their goals and risk tolerance, and develop strategies designed to help them move toward greater financial confidence.
In this role, you’ll work directly with clients to understand their income, expenses, insurance, investments, taxes, and long-term objectives while providing guidance on appropriate financial products and services. The position can appeal to professionals from backgrounds such as banking, accounting, law, brokerage, and management, particularly those who bring strong integrity, communication skills, a dedicated work ethic, and a genuine desire to help others.
Financial Professional Job Description
- Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
- Answering customers’ questions about the purposes and details of financial products, services, and procedures.
- Building and maintaining client bases, keeping current client plans up-to-date, and acquiring new customers 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 wills.
- 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.
Job Requirements
Individuals who excel at AXA Advisors come from many different professional backgrounds including:
- Law
- Brokerage
- Banking
- Management
- Accounting
- May have a natural market of clients among their friends, colleagues, and associates.
- FINRA Series 6/7, 65/66, 24 Registration(s)
- MBA, JD, CFP®, CPA, or ChFC are advantageous.
- Integrity, a dedicated work ethic, and the desire to help others are inherent to the success of this business.
- Must be a US Citizen or permanent resident
Overall, the Financial Professional role offers a compelling opportunity for individuals who want to combine financial knowledge, client relationships, and strategic planning in a career focused on helping others achieve their financial objectives. With opportunities to build a client base, develop tailored financial strategies, and grow through professional expertise and industry credentials, this position can provide a strong foundation for a rewarding career in financial services.
