Financial Advisor 13 Week Training Class - Starting March 17!

Magnolia Wealth Strategies, a MassMutual firm; Metairie (LA); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Licensing & certification support

Mentorship and training programs

Professional development resources

Growth-minded culture

100% Commission with unlimited earning

Job summary

A reputable financial services firm in Metairie is offering an Intensive Experience Program (IXP) aimed at developing the next generation of financial advisors. Over 13 weeks, participants will gain practical experience, mentorship, and resources to excel in the financial industry. The program emphasizes creative problem-solving and client success, with full support for licensing. Ideal candidates should hold a relevant degree and possess strong communication skills. Join us to kickstart your career in financial advisory.

Qualifications

• A desire to pursue your Life & Health Insurances licenses & FINRA Series 7 & 66.
• Curiosity, coachability, and a proactive mindset.
• A passion for building relationships and a commitment to client success.
• 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 role.
• Passion for building relationships and client success.

Responsibilities

• Engage with industry-leading experts during the program.
• Apply financial advisory methods and client management techniques.
• Participate in hybrid training components both in-person and online.

Skills

Creative problem-solving abilities

Strong interpersonal and communication skills

Proficiency in MS Office

Previous experience in a client-facing role

Education

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

Tools

Financial management software

Financial management software

Job description

Overview

Intensive Experience Program (IXP) Your Gateway to Financial Advisory Excellence

Intensive Experience Program (IXP) Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks (March 17 - June 9, 2026)

Kick off Week: March 17, Tuesday-Thursday 8:00 AM – 5:00 PM in class, Metairie core office

Format: Hybrid Training (In-Person + Online Components if located outside of Metairie)

Investment: Comprehensive Career development program

What Makes This Program Unique

The Magnolia Wealth Strategies IXP 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.

Desired Qualifications

• Bachelor’s Degree in Finance, Economics, or a related field preferred.
• A desire to pursue your Life & Health Insurances licenses & 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 role.
• 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 March 17. We have offices in Metairie, Shreveport, Lafayette, LA and Pensacola, FL. 100% Commission with unlimited earning potential.