Financial Planner - Dayton & Sydney Wealth Strategies Group - Woodbury, NY - EXPIRED
This is an archive of an expired job.
Job Information:
Company: Dayton & Sydney Wealth Strategies Group
Financial Professional - NY, Woodbury
AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. This position would be for a Doing Business As (DBA) of AXA Advisors, LLC, Dayton & Sydney Wealth Strategies Group, LLC.
Dayton & Sydney Wealth Strategies Group, LLC, an Elite Producer Group of AXA Advisors, is recognized by the firm for achieving high standards with a team of financial professionals that have an average of just over 16 years of experience and service in the industry. Many members of the group have industry professional designations which gives them the knowledge and ability to meet the needs of their clients. Dayton & Sydney WSG operates out of our branches in the New York Metro area and Boca Raton, Florida currently employing approximately 25 financial professionals
As an AXA Advisors financial professional you’ll be part of a recognized, respected company that offers many benefits. We focus on providing personal financial planning strategies to:
- High-Net Worth Individuals
- Sports & Entertainment Figures
- Corporate Executives
- Closely Held Businesses and Families
- Family Office and Multi-Family Office Firms
We’re looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation’s leading financial services firms.
Job Description:
Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.
- 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
Our group focuses on the following areas, but are not limited to:
- Life Insurance Planning
- Investment & Wealth Management
- Business Succession Planning
- Education Funding
- Retirement Planning
- Survivorship Planning
- Structured Settlements
- Estate Planning Strategies
- Disability Income Analysis
- Retirement Distribution Planning
- Philanthropic & Charitable Giving
Qualifications:
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.
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
- Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
- A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship1 of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations.
- MBA, JD, CFP®, CPA or ChFC, a plus.
Other Information
Individuals who excel at AXA Advisors come from many different professional backgrounds including:
- Brokerage
- Sales
- Law
- Banking
- Management
- Accounting
- FINRA Series 7, 65/66, 24 Registration(s)
- MBA, JD, CFP®, CPA or ChFC, a plus
AXA Advisors, LLC, Member SIPC is an Equal Opportunity Employer M/F/D/V.
1 During sponsorship, the candidate is responsible for paying the resident and non-resident licensing, appointments and registration fees. These fees are reimbursable once the candidate has been on active contract for three months.
About Dayton & Sydney Wealth Strategies Group
Dayton & Sydney Wealth Strategies Group is a leading provider of financial services for consumers and businesses, working with clients to help them define and pursue their financial goals. Dayton & Sydney Wealth Strategies Group is DBA and an Elite Platinum Producer Group of AXA Advisors. AXA Advisors is a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company (NY, NY), which provides life insurance and annuities for the financial services market
AGE- 116764 (12/16) (Exp 12/18)
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