Financial Advisor Trainee — Hybrid Training + Licensing Support

Magnolia Wealth Strategies, a MassMutual firm; Lafayette (LA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship and professional development resources

Clear path for career success

Job summary

Magnolia Wealth Strategies, a MassMutual firm, offers a 12-week Financial Advisor Training program in Lafayette, LA. This hybrid format combines in-person and online components, focusing on transforming aspiring financial advisors into successful professionals. Participants have the chance to pursue important licenses with sponsorship and receive mentorship from industry experts. Ideal candidates are proactive with strong communication skills, preferably holding a degree in finance or economics. Offices are available in multiple Louisiana locations.

Qualifications

• 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!

Responsibilities

• Comprehensive Career Development Program.
• Work directly with industry-leading experts who train financial advisors.

Skills

Creative problem-solving abilities

Curiosity

Strong interpersonal and communication skills

Proficiency in MS Office and financial management software

Previous experience in a client-facing role

Education

Bachelor’s degree in finance, Economics, or a related field

Job description

Magnolia Wealth Strategies, a MassMutual firm, offers a 12-week Financial Advisor Training program in Lafayette, LA. This hybrid format combines in-person and online components, focusing on transforming aspiring financial advisors into successful professionals. Participants have the chance to pursue important licenses with sponsorship and receive mentorship from industry experts. Ideal candidates are proactive with strong communication skills, preferably holding a degree in finance or economics. Offices are available in multiple Louisiana locations.