AXA Group

Financial Professional

AXA Group
2060 Gillette Ave, Irvine, CA 92614, USA
Full-TimeDepends on ExperienceEntry LevelAssociate
Job Description

As a Financial Professional you will 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.

Where is this job?
This job is located at 2060 Gillette Ave, Irvine, CA 92614, USA
Job Qualifications

  • Relevant professional FINRA securities registrations are a plus

  • State life and health licenses

  • Series 7 License

  • Series 66 License

Required Skills

  • Documentation

  • Financial Analysis

  • Financial Planning

  • MS Excel

Soft Skills

  • Communication

  • Multitasking

  • Detail Oriented

  • Goal-Driven

Compensation

According to JobzMall, the average salary range for a Financial Professional in 2060 Gillette Ave, Irvine, CA 92614, USA is $55,000 to $87,500. This range depends on experience and qualifications. The range also varies based on the company and the specific job position.

Additional Information
AXA Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 13th, 2021
Apply BeforeAugust 19th, 2025
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About AXA Group

AXA SA operates as a holding company, which engages in the provision of insurance and asset management services. The company operates its business through five segments: Life & Savings, Property & Casualty, International Insurance, Asset Management and Banking.

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