About Us

Financial Designs Wealth Strategies

Local Office
The South Hill Business Campus 950 Danby Rd, Suite 230
Ithaca, NY 14850
Phone:
  • 607-257-4645

Job Opportunity

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 looking for a career, not 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 the highest 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 careers. 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 partnerships.
     
  • Must be a US Citizen or permanent resident

     
A four-year college degree is preferred and relevant professional FINRA securities designations are a plus. If you do not have the following, you may be required to attain them, under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 or equivalent.
MBA, JD, CFP®, CPA or ChFC, a plus.
 
EOE M/F/D/V
 
 
 
For immediate consideration e-mail us your resume or fax it to: 607-257-4837
 
 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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