Financial Advisor

AXA Advisors Wellesley , MA 02482

Posted 2 months ago

AXA Advisors, LLC is currently growing our wealth management team in our Wellesley office. We seek individuals who have the entrepreneurial mindset, are passionate about what they do, eager to learn and have a desire to help people. AXA Advisors offers two compensation packages, including a base salary option with reduced commission, as well as a competitive benefit package.
AXA Advisors Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients financial needs.

Job Responsibilities:
Obtain State Life, Accident and Health Insurance license and FINRA Series 7, 66 registrations (AXA Advisors will sponsor your pursuit of the required FINRA registrations).
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
Prospecting and networking via face-to-face meetings with potential clients.
Making outside sales calls.
Closing and executing sales transactions.
Servicing existing clients.
Provide information/education to clients about the purpose and details of financial products, services and strategies.
Attending training sessions and meetings.
Pursuing personal and professional development via individual study and continuing-education courses which can include pursuit of Certified Financial Planner (CFP ) designation.

Take control of your financial future! Apply today!

AXA Advisors, LLC, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V. AGE- 134618(03/18)(Exp.03/20)

Email your resume to


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation

Posted 6 days ago

VIEW JOBS 11/10/2018 12:00:00 AM 2019-02-08T00:00 Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 11/09/2018 Location: Newton, MA, 2221 Washington St (MA6530), Burlington, MA, 25 BURLINGTON MALL RD (MA9025), Wellesley Hills, MA, WELLESLEY OFFICE PARK, 45 WILLIAM ST, Westborough, MA, 1700 W PARK DR (MA9700), - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift Bank Of America Corporation Wellesley Hills MA

Financial Advisor

AXA Advisors