Financial Professional (Full-time) AXA Advisors, LLC Woodbury NY

Financial Professional (Full-time) AXA Advisors, LLC Woodbury NY

AXA Long Island Branch

With approximately 350 financial professionals and 30 staff members, AXA Advisors’ Long Island Branch is proud to serve the Long Island and Brooklyn communities with two office locations in Woodbury and Brooklyn. When you work with us you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource.
As one of the largest financial service organizations on Long Island, AXA Advisors provides opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others work toward their financial goals. Feel free to visit the professional opportunity section of this web site for more information.

Position 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.

Contact Name: Peter Wright
Contact Email Address: peter.wright@axa-advisors.com
Contact Phone: (631) 385-5294
Company Address:
1000 Woodbury Road Suite 300
Woodbury, New York 11797
Website Address for Applying Online: longisland.axa-advisors.com