AXA Advisors Jobs in and around Thousand Oaks, CA

Company:
AXA Advisors
Current Opportunities (0)
Company Website
Location(s):
275 Battery Street
Suite 700
San Francisco,  CA
94111
Map Location
Phone:
(415) 276-2100
Industry:
Finance / Banking / Accounting
Size:
500 or more

Company Overview

At the San Francisco Branch of AXA Advisors, we are committed to providing our clients with the appropriate advice, products, and services in the Financial Services industry. We have financial professionals who focus on helping individuals meet a variety of financial needs, including Retirement Planning, Asset Allocation, Estate Planning*, Qualified Plan funding, Non-Qualified Deferred Compensation and Business Continuation.

We find that many clients have created their financial portfolio without a defined strategy. Their portfolio might not be tax efficient, asset allocation might not be consistent with their propensity for risk, and they may have significant overlap of stocks in their portfolio.

We help our clients plan for their financial futures by starting with a strategy. Here, we help clients determine and prioritize goals and objectives, and then we help design a portfolio that meets those goals and objectives. Once a financial strategy is constructed, and particular needs are uncovered, we can offer the appropriate financial products and services from a variety of different companies.

This objective, open architecture strategy separates us as the trusted financial professional. Top quality client service is only part of the San Francisco Branch of AXA Advisors. We are committed to giving back to our community by means of involvement at high levels with Chambers of Commerce, Rotary, coaching Little League sports, volunteering at the S.F. Food Bank, working with non-profits, and much more.

By bringing in top quality Financial Professionals, providing advanced training and marketing support, and focusing on the appropriate products and service for our clients, our Branch has doubled in size over the past 5 years.

At AXA, it's more than a job. It's professional satisfaction... an opportunity to join a team of over 6,000 dedicated financial professionals equipped with the knowledge, expertise, and resources to establish strategic, rewarding, long-term client relationships.

Today, more than ever, consumers are seeking ongoing consultative services and sound, objective financial advice from financial professionals, and the demand continues to grow.