Lead Associate - Financial Planning

AXA Charlotte , NC 28201

Posted 2 weeks ago

Lead Associate- Financial Planning

General Responsibilities:

Fully functioning incumbent who can gather and analyze data and prepare presentation materials in support of product and client needs. Able to research and resolves issues.

Escalates more complex requests to senior level specialists. Able to understand a process to approve Financial plans, escalating more complex scenarios to more senior team members.

Financial Planning:

The Financial planning team as a department in the Broker Dealer, supports many aspects of an Advisors business. The Planning team acts in a consultative capacity for the Advisors business in growing and delivering Financial plans as well as increasing AUM.

Provides support for all platforms. Involves interaction with advisors and internal partners.

Performs plan review and approval when needed as back up, escalating unique issues to Sr. Planner. Fully Understands financial planning platforms and tools. Project support on Planning Platforms and tools, data integration, software updates, retirement planning Asset data reporting, and as needed projects.


Skills/Knowledge typically necessary to perform successfully at each career level:

Working knowledge of retail financial services industry as well as background in financial planning and/or advanced markets. Ability to work both independently and as part of a small team.

Detail oriented. Strong experience with Microsoft Access, Excel and Project. Commitment to learning and expanding knowledge of financial services. Ability to handle multiple tasks and/or projects.

Provides system internal customer support, project management, and retirement plan services account file set-up.


We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.

NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

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Lead Associate - Financial Planning