Lancaster, PA USA
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 dont 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.
|Posting Company Type:
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||Banking / Financial
||205 Granite Run Drive, Suite 230
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||1 jobs posted / 0 jobs currently available
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