Veteran SkillBridge: Licensed Financial Planner 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, 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.