Financial Advisor - Baton Rouge

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

Financial Advisor Apprenticeship Class

Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks

Location: Baton Rouge, LA

• Hybrid Training - In-Person + Online Components if located outside of Baton Rouge (but must be located in the State of LA)
• Must live or have lived in LOUISIANA

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.

Here’s the timeline for the Financial Advisor Apprenticeship Program

1. You will need 1 License to start training with us:

• June: Life Insurance License (2 weeks of online Training)
  • We’ll send you our code paying for Kaplan Training online

2. July 1st-15th: Start Background check

3. Aug 1st: Pre-Training / Technology Set Up

3. Aug 17th: Start Training

• Week 1 is 24 hours over 3 days @ Marriott, Metairie
• Weeks 2-13 are 4-10 hours/week on varying days

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.
• Previous experience in a client‑facing or sales role is a plus.
• A passion for building relationships and a commitment to client success.

What We Offer

• Licensing & Certification support (We will pay for the training to get the Life & Health License, 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.

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