Career Opportunities

We are currently in the process of looking to find the right candidate for the following positions: 

- Financial Professional

Come join a supportive and forward thinking group always looking to better assist our clients and help our fellow associates grow a successful and rewarding career.  To learn more or apply for this position, please contact our main office: (631) 385-5347 or by email:  contactus@premier-heritage.com

COMPANY OVERVIEW

Premier Heritage, an elite firm affiliated with AXA Advisors, and is a distinctive group of financial professionals who are recognized for achieving high standards. The firm has an average of 15+ years of experience and service in the industry, with many members of the group having industry professional designations that give them the knowledge and ability to meet the needs of our clients. 

AXA Advisors is a subsidiary of AXA Financial and a member of the AXA Global Group. AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving business with the support and strength of two powerful organizations.

 

FINANCIAL PROFESSIONAL - Job Description

  • Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
  • Answering clients' questions about the purposes and details of financial products, services and strategies.
  • Building and maintaining client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis.
  • Contacting clients periodically to determine if there have been changes in their financial status.
  • Explaining and documenting for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial professional.
  • Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
  • Implementing financial planning recommendations, or refer clients to other professionals who can assist them with plan implementation.
  • Interviewing clients to determine their current: income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a long-term suitable financial strategy.

POSITION REQUIREMENTS

Individuals who excel with our firm have many different professional attributes including:

  • Integrity
  • Self Motivated
  • Dedicated work ethic
  • Strong desire to help others succeed
  • Excellent Communication skills (One-on-One and Public Speaking)
  • Also candidate must be a US Citizen or permanent resident 

AXA Advisors, LLC, member FINRA, SIPC, is an Equal Opportunity Employer