MBA, JD, CFP, CPA or ChFC, a plus. Individuals who excel at AXA Advisors come from many different professional backgrounds including: Law Brokerage Banking Management Accounting Sales About AXA AXA ...
MBA, JD, CFP, CPA or ChFC, a plus. Individuals who excel at AXA Advisors come from many different professional backgrounds including: Law Brokerage Banking Management Accounting Sales About AXA AXA ...
Regional Sales Consultant
Atlanta, GA · Remote
Desire to receive Series 65 and or CFP * Strong financial services knowledge
Quick apply
Regional Sales Consultant
Atlanta, GA · Remote
Desire to receive Series 65 and or CFP * Strong financial services knowledge
Experienced Financial Planner
Marietta, GA · On-site
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Quick apply
Experienced Financial Planner
Marietta, GA · On-site
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Investment Consultant - Atlanta, GA (Alpharetta)
Alpharetta, GA · On-site
$26.88 - $44.28/hr
Certified Financial Planner (CFP) certification is preferred * Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly ...
Investment Consultant - Atlanta, GA (Alpharetta)
Alpharetta, GA · On-site
$26.88 - $44.28/hr
Certified Financial Planner (CFP) certification is preferred * Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly ...
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Quick apply
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Investment Consultant - Atlanta, GA (Cobb County)
Atlanta, GA · On-site
$26.88 - $44.28/hr
Certified Financial Planner (CFP) certification is preferred * Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly ...
Investment Consultant - Atlanta, GA (Cobb County)
Atlanta, GA · On-site
$26.88 - $44.28/hr
Certified Financial Planner (CFP) certification is preferred * Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly ...
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Quick apply
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
Quick apply
Experienced Financial Planner
$60K - $200K/yr
Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ® , etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process ...
EA, CFTA, CFP, PFS, or PFP.
EA, CFTA, CFP, PFS, or PFP.
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
Financial Planner
$100K - $150K/yr
Certifications: CPA required with either PFS or CFP designation; PFS preferred * Technical: Proficiency in Microsoft Excel * Analytical: Strong problem-solving ability across tax, cash-flow, and ...
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Financial Planner
$100K - $150K/yr
Certifications: CPA required with either PFS or CFP designation; PFS preferred * Technical: Proficiency in Microsoft Excel * Analytical: Strong problem-solving ability across tax, cash-flow, and ...
Tax Manager - High-net-worth
Atlanta, GA · On-site
$105.50K - $138.30K/yr
Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred. * Minimum ...
Tax Manager - High-net-worth
Atlanta, GA · On-site
$105.50K - $138.30K/yr
Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred. * Minimum ...
Senior Wealth Planner
Atlanta, GA · On-site
Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required. * 7+ years of experience in wealth, estate, or tax planning; experience with ...
Quick apply
Senior Wealth Planner
Atlanta, GA · On-site
Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required. * 7+ years of experience in wealth, estate, or tax planning; experience with ...
Financial Advisor
Atlanta, GA · On-site
Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...
Financial Advisor
Atlanta, GA · On-site
Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
Financial Advisor
Atlanta, GA · On-site
Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...
Quick apply
Financial Advisor
Atlanta, GA · On-site
Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...
Wealth Planner
Atlanta, GA · On-site
Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required. * 3+ years of experience in wealth, estate, or tax planning; experience with ...
Quick apply
Wealth Planner
Atlanta, GA · On-site
Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required. * 3+ years of experience in wealth, estate, or tax planning; experience with ...
CFP, CRPC, etc. **** You'll be part of a recognized, respected company that offers: * High earnings potential and comprehensive benefits * Base, Bonus, Commission = 115K-135K+ 1st year * Training ...
CFP, CRPC, etc. **** You'll be part of a recognized, respected company that offers: * High earnings potential and comprehensive benefits * Base, Bonus, Commission = 115K-135K+ 1st year * Training ...
Wealth Strategist
$116.80K - $151K/yr
Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement ...
Wealth Strategist
$116.80K - $151K/yr
Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement ...
Cfp information
See Decatur, GA salary details
$59.6K - $66.7K
4% of jobs
$66.7K - $73.8K
5% of jobs
$73.8K - $80.9K
11% of jobs
$84.6K is the 25th percentile. Wages below this are outliers.
$80.9K - $88K
9% of jobs
$88K - $95.1K
14% of jobs
The median wage is $98.4K / yr.
$95.1K - $102.2K
15% of jobs
$108.2K is the 75th percentile. Wages above this are outliers.
$102.2K - $109.3K
20% of jobs
$109.3K - $116.4K
12% of jobs
$116.4K - $123.5K
4% of jobs
$123.5K - $130.6K
2% of jobs
$130.6K - $137.7K
4% of jobs
$59.6K
$99.5K
$137.7K
How much do cfp jobs pay per year?
What Is the Job of a CFP Professional?
A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.
What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?
How do Certified Financial Planners (CFPs) typically build long-term client relationships and trust?
What are CFPs?
Other
Posted 22 days ago
Job description
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.
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. As an AXA Advisors financial professional, you'll be part of a recognized, respected company that offers: High earnings potential and comprehensive benefits Training, support and hands-on management Advancement/management opportunities 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.
Job Description: 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 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. Requirements: 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. Must be a US Citizen or permanent resident 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 sponsorship(1) of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations. MBA, JD, CFP, CPA or ChFC, a plus. Individuals who excel at AXA Advisors come from many different professional backgrounds including: Law Brokerage Banking Management Accounting Sales About AXA AXA Advisors, LLC is a leading provider of financial services for consumers and businesses, working with clients to help them define and pursue their financial goals.
It 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. In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and nationwide issuer of life insurance and annuity products. AXA Equitable is a member of the global AXA Group, which as of December 31, 2010, had approximately 93 million individual and corporate clients worldwide.
AXA Group had over 91 billion Euros in total revenues as of December 31, 2010 and operates in 57 countries(2). "AXA Group" refers to AXA, a French holding company for a group of international insurance and financial services companies, together with its direct and indirect consolidated subsidiaries. AXA Advisors and AXA Equitable are part of the AXA Group, a worldwide leader in financial protection and wealth management.
AXA Group's operations are diverse geographically, with major operations in Western Europe, North America, and the Asia/Pacific region. The AXA ordinary share is listed on the Paris Stock Exchange and trades under the symbol CS. The AXA American Depositary Share is traded in the US over-the-counter (OTC) market and is quoted on the OTCQX under the symbol AXAHY.
AXA Equitable is solely responsible for its life insurance and annuity obligations. 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. (2) As of 12/31/10. AXA is based in France where the official currency is the Euro.
GE- 67841 (03/12) (Exp 03/14)
About AXA Advisors, New York City Branch
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