Financial Advisor Apprentice — Hybrid Training + Licensing

Magnolia Wealth Strategies; Baton Rouge (LA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship and training programs

Job summary

Magnolia Wealth Strategies in Baton Rouge is launching a Financial Advisor Apprenticeship Class that emphasizes hands-on coaching and training. This 13-week unique program combines online and in-person experiences to prepare participants for a successful career in financial advisory.

Qualified candidates should be eager to pursue licensing and have a strong passion for client success. The program includes mentorship and resources for professional growth.

Qualifications

• A passion for building relationships and commitment to client success.
• Desire to pursue SIE, Series 7 Topper & Series 66 licensing.
• Previous client-facing or sales experience is a plus.

Responsibilities

• Undergo training for Life Insurance License.
• Participate in mentorship and training for financial advisory.

Skills

Creative problem-solving

Strong interpersonal skills

Curiosity and coachability

Education

Bachelor’s Degree in Finance or Economics

Job description

Magnolia Wealth Strategies in Baton Rouge is launching a Financial Advisor Apprenticeship Class that emphasizes hands-on coaching and training. This 13-week unique program combines online and in-person experiences to prepare participants for a successful career in financial advisory.

Qualified candidates should be eager to pursue licensing and have a strong passion for client success. The program includes mentorship and resources for professional growth.