Financial Advisor - October 27th Training Class

MassMutual; Metairie (LA); On-site; USD 60,000 - 250,000; Full time

Benefits offered by this job

Licensing & certification support

Mentorship and training programs

Professional development resources

Job summary

A financial planning firm in Metairie is hiring an entry-level financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential. The position offers full-time employment with a salary range of $60,000 to $250,000 annually, along with training and certification support.

Qualifications

• Desire to pursue Life & Health Insurance licenses and FINRA Series 7 & 66.
• Curiosity, coachability, and a problem-solving mindset.
• Previous experience in a client-facing financial role.

Responsibilities

• Analyze client's financial status and implement strategies.
• Assist with financial forecasting and decision-making.
• Build and maintain client relationships.

Skills

Creative problem-solving

Interpersonal skills

Communication skills

MS Office proficiency

Education

Bachelor’s Degree in Finance, Economics, or related field

Tools

Financial management software

Job description

Overview

Magnolia Wealth Strategies is a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions.

The Opportunity

Whether you're graduating from college or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Magnolia Wealth Strategies you'll be the driver behind our clients' financial success. Starting your journey at an entry level, you’ll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within our business. You'll play a key role in developing strategic financial plans, analyzing financial data, forecasting trends, and working closely with our team to ensure client satisfaction and success. If you are eager to learn, passionate about helping others, and ready to grow -- this role is built for you.

Job Responsibilities

• Analyze client's financial status, develop and implement financial strategies.
• Assist with financial forecasting and modeling to drive strategic decision-making.
• Build and maintain client relationships through proactive communication and effective problem-solving.
• Collaborate with your team to share best practices and improve processes.
• Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.

Desired Qualifications

• Bachelor’s Degree in Finance, Economics, or a related field.
• A desire to pursue Life & Health Insurance licenses and FINRA Series 7 & 66 (we'll support you!).
• 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 financial role.
• Knowledge of regulatory standards and compliance requirements.
• A passion for building relationships and a commitment to client success.

What We Offer

• Licensing & certification support
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

Our next training class starts on October 27th. We have offices in Metairie, Shreveport, Lafayette, LA and Pensacola, FL. This is a full-time position with opportunity for draw and unlimited earning potential.

Compensation: From $60,000 to $250,000 per year

Seniority level

• Entry level

Employment type

• Full-time