Senior Financial Advisor: Grow Your Client Book & Wealth

Magnolia Wealth Strategies, a MassMutual firm; Shreveport (LA); On-site; USD 80,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

401k

Pension

Job summary

A financial advisory firm is seeking a Senior Financial Advisor in Shreveport, LA. This role involves providing tailored financial advice, understanding clients' needs, and recommending appropriate financial products. Ideal candidates will have over 3 years of experience with an established book of business. Competitive compensation ranging from $80,000 to $250,000 annually, including benefits such as medical insurance and 401k.

Qualifications

• 3+ years’ experience in financial advising with an established book of business.
• Ability to understand clients' financial goals and recommend suitable products.
• Desire to help others achieve their financial aspirations.

Responsibilities

• Provide financial advice and solutions focusing on strategies and investments.
• Meet with clients to understand their financial goals.
• Deliver personalized investment solutions for long-term financial goals.

Skills

Self-Driven

Strong people skills

Interpersonal skills

Communication skills

Adaptability

Education

Life and Health Insurance License

SIE, Series 7, Series 66

Job description

A financial advisory firm is seeking a Senior Financial Advisor in Shreveport, LA. This role involves providing tailored financial advice, understanding clients' needs, and recommending appropriate financial products. Ideal candidates will have over 3 years of experience with an established book of business. Competitive compensation ranging from $80,000 to $250,000 annually, including benefits such as medical insurance and 401k.