Skillbrige Career Advisor Training

Rain Local; Pensacola (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship programs

Professional development resources

Job summary

Rain Local offers an opportunity for active service members to participate in the Skillbridge Program aimed at training military veterans to enter the Financial Services industry as Financial Planners.

The program provides essential training, credentials, and licensing, with mentorship from industry experts to help you build a successful financial practice.

We offer a supportive environment focused on professional development and a growth-minded culture.

Qualifications

• Desire to pursue the SIE, Series 7 Topper & Series 66.
• Curiosity and coachability are essential.
• Passion for building client relationships.

Responsibilities

• Obtain training, credentials, and licensing required for a financial advisor.
• Work with industry experts and build financial plans.
• Participate in mentorship and training programs.

Skills

Creative problem-solving abilities

Interpersonal and communication skills

Proficiency in MS Office

Experience in a client-facing role

Education

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

Tools

Financial management software

Job description

Magnolia Wealth Strategies has an opportunity for Active Service members to participate in the Skillbridge Program when leaving active service.

Opportunity designed to train military veterans to enter the Financial Services industry in the capacity of a Financial Planner. We position candidates in the program on Financial Planning teams to service their niche market and provide financial planning services and build their own practice.

Obtain training, credentials and licensing required for a balanced advisor. You'll be taught the processes to build full scale financial plans for individuals, families and business owners as well as how to build your own financial planning practice.

Our firm sponsors all costs for Skillbridge candidates to become licensed.

WHAT MAKES THIS PROGRAM UNIQUE

The Magnolia Wealth Strategies Training 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.

Here’s the timeline for the Financial Planner Training Program:

1. You will need:

• Life & Health License (2 weeks of training)
  • We’ll send you our code to get Kaplan Live Training online

Desired Qualifications

• Bachelor’s degree in finance, Economics, or a related field (preferred but not required).
• 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!
• 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 (We will provide the training for the SIE, the Series 7 Topper & Series 66)
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth‑minded culture

We have offices in Metairie, Shreveport, Baton Rouge, LA and Pensacola‑FL.

We are not able to sponsor any Visa's.