Independent Financial Advisor — Lafayette (Practice Builder)

Magnolia Wealth Strategies, a MassMutual firm; Lafayette (LA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

401(k)/401(k) matching

Health and Wellness insurance

Professional development assistance

Bonus and Incentives

Business owner Opportunity

Job summary

Magnolia Wealth Strategies is a Full-scale, Independent Financial firm with advisors and offices across multiple states. This Lafayette-area opportunity focuses on helping clients meet financial goals through a holistic range of products and services, including life and health insurance, annuities, financial planning, and wealth management.

This production-based opportunity emphasizes independence, mentorship, and the chance to grow a practice with support, tools, and a collaborative environment.

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.
• Collaborate with others and independently.
• Strong written and verbal communications skills.
• Series 6/7, preferred, not required.

Skills

Willingness to learn

Strong communication

Relationship building

Problem solver

People-first approach

Independent/self-motivated

Leadership/mentorship

Sales experience

Active listening

Product knowledge

Education

Bachelor’s Degree or work related experience

Tools

Series 6/7

Job description

Magnolia Wealth Strategies is a Full-scale, Independent Financial firm with advisors and offices across multiple states. This Lafayette-area opportunity focuses on helping clients meet financial goals through a holistic range of products and services, including life and health insurance, annuities, financial planning, and wealth management.

This production-based opportunity emphasizes independence, mentorship, and the chance to grow a practice with support, tools, and a collaborative environment.