Financial Advisor - Magnolia Wealth Strategies

Empire Growth Partners; Metairie (LA); On-site; USD 60,000 - 100,000; Full time

Job summary

Magnolia Wealth Strategies, a Mass Mutual firm, is seeking a Financial Advisor to build and grow an independent practice across Louisiana, Mississippi, Alabama, and Gulf North-West Florida. You will develop client relationships, assess goals, and apply holistic strategies spanning protection, planning, wealth management, and more.

You’ll be supported by leadership, products, technology, and mentorship while operating in an entrepreneurial, production-based role.

Qualifications

• Bachelor’s degree or work-related experience required.
• State insurance license – 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.

Responsibilities

• Build and grow your own financial services practice while helping clients make informed decisions about their futures.
• Develop trusted client relationships and understand each client’s goals and needs.
• Take a holistic approach to identifying strategies across protection, planning, wealth management, and other solutions.
• Provide ongoing guidance as clients’ needs evolve.
• Leverage the firm’s leadership, resources, products, technology, training, and collaboration.

Skills

Willingness to learn

Strong communication

Relationship building

Problem solver

Independent worker

Sales experience

Product knowledge

People-first approach

Education

Bachelor’s degree or experience

State insurance licensed or willing 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.

Financial Advisor Description

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
• Problem solver.
• A strong relationship-builder who takes a people-first approach
• A dedicated individual: independent, self-motivated and goal-oriented
• A leader, coach, and mentor
• Successful sales experience
• 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.

• 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.

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