What are the responsibilities and job description for the Financial Advisor (Junior or Senior) position at Magnolia Wealth Strategies, a MassMutual firm?
Independent Financial Advisor (Own your book of business)
Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more.
Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more.
- Mass Mutual- Recognized as a 2020 World’s Most Ethical Companies
- Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
- Diversity Best Practices Inclusion Index Company 2019
- Military Friendly Employee
- TOP 7 INDEPENDENT BROKER-DEALER
- Willingness to learn
- Strong communication and relationship building skills with a focus on putting people first
- Problem solver.
- A strong relationship-builder who takes a people-first approach
- A dedicated individual: independent, self-motivated and goal-oriented
- Ability to listen and obtain knowledge of products and services
- DAY ONE, we provide you with the Training materials and sponsor you to get the SIE, Series 7 Topper & Series 66
- DAY ONE, you’re placed in a Financial Planning Group where you’ll learn to build, develop and execute financial plans
- Full time expert Coaches that train you to develop rapport & professional confidence, communication techniques, to identify and research markets and product training
- Payouts: Fixed products range from 40-65% and Registered products payouts range from 40%-82%
- 50-60 leads provided/day
- Full medical/dental/vision/401k Benefits/Suite @ Pelican's…
- Full support with Compliance, Marketing and Technology
- Bachelor’s Degree or work-related experience.
- State insurance licensed – Life, Accident, and Health, or willingness to get licensed.
- Excellent financial, analytical, and critical-thinking skills.
- Sales experience is a plus
- Ability to problem solve to reach resolution
- SIE, Series 6/7, preferred, not required
- PAID ON W2 & 1099 so you can be eligible for full benefits!
- Full scale, Health and Wellness insurance (Health, Dental, Vision, Life, 401k matching...)
- Professional development assistance
- Bonus and Incentives
- Business owner Opportunity· Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents
Salary : $80,000 - $250,000