Financial Advisor 13 Week Training Class in Metairie

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Magnolia Wealth Strategies, a MassMutual firm, is offering a 13-week training program for aspiring Financial Advisors. This hybrid training combines in-person and online components, providing hands-on coaching and methodologies to prepare participants for a successful career in financial advisory.

Skills

Life & Health License (2 weeks of training)
Creative problem-solving abilities with a proactive mindset
Curiosity, coachability, and a problem-solving mindset
Strong interpersonal and communication skills
Proficiency in MS Office and financial management software
Previous experience in a client-facing role
A passion for building relationships and a commitment to client success
Bachelor's Degree in Finance, Economics, or a related field (*preferred but not required*)
A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!)
If you already have the Life & Health License or SIE it is a plus!

Benefits

Licensing & Certification support (We will provide the training for the SIE, the Series 7 Topper & Series 66)
Mentorship, training programs, and a clear path for career success
Professional development resources
A growth-minded culture

Company Overview

Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. It was founded in 1851, and is headquartered in Metairie, Louisiana, USA, with a workforce of 51-200 employees. Its website is https://www.magnoliawealth.com/.

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