Financial Advisor

Magnolia Wealth Strategies, a MassMutual firm; Lafayette (LA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship and professional development resources

Clear path for career success

Job summary

Magnolia Wealth Strategies, a MassMutual firm, offers a 12-week Financial Advisor Training program in Lafayette, LA. This hybrid format combines in-person and online components, focusing on transforming aspiring financial advisors into successful professionals. Participants have the chance to pursue important licenses with sponsorship and receive mentorship from industry experts. Ideal candidates are proactive with strong communication skills, preferably holding a degree in finance or economics. Offices are available in multiple Louisiana locations.

Qualifications

• 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!

Responsibilities

• Comprehensive Career Development Program.
• Work directly with industry-leading experts who train financial advisors.

Skills

Creative problem-solving abilities

Curiosity

Strong interpersonal and communication skills

Proficiency in MS Office and financial management software

Previous experience in a client-facing role

Education

Bachelor’s degree in finance, Economics, or a related field

Job description

Overview

Financial Advisor Training Class

Your Gateway to Financial Advisory Excellence

Duration: 12 Weeks

Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in LA or being willing to relocate to LA).

Investment: Comprehensive Career Development Program

What makes This Program Unique

The Magnolia Wealth Strategies Training is more than training—it's a complete transformation experience. You'll work directly with industry-leading experts who have trained thousands of successful financial advisors. This intensive program combines proven methodologies, hands-on coaching, and real-world application to accelerate your journey to success.

Timeline

• You will need:
• • Life & Health License (2 weeks of training)
  • We'll send you our code to get Kaplan Live Training online

Desired Qualifications

• 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!
• 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.

What We Offer

• 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

We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL. MUST live in Louisiana near one of the above offices. We are not able to sponsor any Visa's.