Senior Financial Advisor - Shreveport

Magnolia Wealth Strategies, a MassMutual firm; Shreveport (LA); Sur place; USD 80 000 - 250 000; Plein temps

Avantages offerts par ce poste

Medical insurance

401k

Pension

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Self-Driven

Strong people skills

Interpersonal skills

Communication skills

Adaptability

Formation

Life and Health Insurance License

SIE, Series 7, Series 66

Description du poste

1 month ago Be among the first 25 applicants

Company Description

Magnolia Wealth Strategies is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 19,000 clients across Louisiana, Alabama, Mississippi and Florida, come join our growing team of Advisors and Brokers to grow your practice. Our core office locations include Metairie, Shreveport, Lafayette and Baton Rouge, Louisiana. Also Pensacola, Florida.

Role Description

The Senior Financial Advisor will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing exceptional client experience. The ideal candidate will have an established book of business and is interested in building a presence for Magnolia Wealth. They will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Qualifications

• Self-Driven and a Self-Starter
• 3+ years’ experience and an established book of business
• Strong people skills with the desire to help others
• Strong interpersonal and communication skills
• Ability to learn quickly and adaptability to new environments and situations
• Life and Health Insurance License
• SIE, Series 7, Series 66 or desire to obtain them

Create life changing wealth for yourself while helping others accomplish their goals!

We have a Sales Development class starting on October 27th. Benefits include Medical, 401k and Pension.

Compensation: From $80,000 to $250,000 per year

Employment details

• Seniority level Mid-Senior level
• Employment type Full-time