Skillbrige Career Advisor Training

Magnolia Wealth Strategies, a MassMutual firm; Pensacola (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Licensing & Certification support

Mentorship and training programs

Professional development resources

Job summary

Magnolia Wealth Strategies, a MassMutual firm, is offering financial planning training through the Skillbridge Program for military veterans transitioning to civilian life.

This program includes mentorship and all expenses for licensing, providing a unique pathway to success in the financial services industry. Applicants should possess a bachelor's degree in finance or a related field, though all interested candidates are encouraged to apply.

Qualifications

• Desire to pursue SIE, Series 7 Topper & Series 66 licenses.
• Prior Life & Health License or SIE is a plus.
• Previous experience in a client-facing role.

Responsibilities

• Participate in Skillbridge Program for financial planning training.
• Work with industry-leading experts in financial services.
• Build financial plans for individuals, families, and business owners.

Skills

Creative problem-solving

Strong interpersonal skills

Proficiency in MS Office

Communication skills

Education

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

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

• 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).
• Desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!).
• Prior Life & Health License or SIE 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.
• Passion for building relationships and commitment to client success.

What We Offer

• Licensing & Certification support (training for the SIE, Series 7 Topper & Series 66).
• Mentorship, training programs, and a clear path for career success.
• Professional development resources.
• Growth‑minded culture.

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

We are not able to sponsor any visas.