Financial Advisor

Magnolia Wealth Strategies, a MassMutual firm; Pensacola (FL); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

Performance-based pay and bonuses

401(k) matching

Health and Wellness insurance

Job summary

Magnolia Wealth Strategies, a Mass Mutual firm, is seeking Financial Advisors to build and grow their own financial services practice across the Gulf North-West Florida region, Louisiana, Mississippi, and Alabama.

You will develop trusted client relationships, assess goals, and tailor holistic strategies across protection, financial planning, wealth management, and related solutions for individuals, families, and business owners.

Qualifications

• Bachelor’s degree or work-related experience
• State insurance licensed – Life, Accident, and Health, or willingness to get licensed
• Excellent financial, analytical, and critical-thinking skills
• Ability to problem solve to reach resolution
• Strong written and verbal communications skills
• Series 6/7, preferred, not required

Responsibilities

• Build and grow your own financial services practice.
• Develop trusted client relationships and understand client goals.
• Take a holistic approach to strategies across protection, planning, and wealth management.
• Provide ongoing guidance as clients’ needs evolve.

Skills

Willingness to learn

Communication skills

Relationship-building

Independent/self-motivated

Leadership/mentoring

Active listening

Belief in products

Education

Bachelor’s degree or work-related experience

State insurance licensed or willingness to get licensed

Job description

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefits, Financial Planning, Estate Planning, Wealth Management and much more.

MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORIDA. * This is a production-based, business owner opportunity

As a Financial Advisor with Magnolia Wealth Strategies, you will build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures. You will develop trusted client relationships, understand each client’s goals and needs, and take a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm.

This is an entrepreneurial, production-based opportunity for someone who wants to take ownership of building a business while having the support, resources, products, technology, training, and collaboration of an established firm. Financial Advisors are responsible for developing new client relationships, deepening existing relationships, creating and implementing appropriate financial strategies, and providing ongoing guidance as clients’ needs evolve.

• Mass Mutual- Recognized as a 2020 World’s Most Ethical Companies
• Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
• Diversity Best Practices Inclusion Index Company 2019
• Military Friendly Employee
• TOP 7 BROKER-DEALER

Qualities

• Willingness to learn
• Strong communication and relationship building skills with a focus on putting people first
• A strong relationship-builder who takes a people-first approach
• A dedicated individual: independent, self-motivated and goal-oriented
• A leader, coach, and mentor
• Ability to listen and obtain knowledge of products and service
• Believer in the products you are selling

We will help you by providing…

• Leadership support, business advice and guidance
• Opportunities for collaboration and mentorship
• Cutting edge technologies, making it seamless when doing business
• A supportive environment that sees collaboration as key to success
• Training and tools
• Vast variety of products and services
• Allowing you the ability to grow your practice your way

Qualifications

• Bachelor’s Degree or work-related experience
• State insurance licensed – Life, Accident, and Health, or willingness to get licensed
• Excellent financial, analytical, and critical-thinking skills
• Ability to problem solve to reach resolution
• The ability to collaborate with others and independently
• Strong written and verbal communications skills
• Series 6/7, preferred, not required

MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORIDA.*

Pay and Benefits

• Performance Based Pay including commissions, bonuses and incentives
• 401(k)/ 401(k) matching
• Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)