What are the responsibilities and job description for the Financial Advisor position at Magnolia Wealth Strategies, a MassMutual firm?
Financial Advisor Training Class
Your Gateway to Financial Advisory Excellence
Duration: 13 Weeks (Starting June 1st)
Location: Metairie, LA
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 Advisor Training Program:
Your Gateway to Financial Advisory Excellence
Duration: 13 Weeks (Starting June 1st)
Location: Metairie, LA
- Hybrid Training - In-Person Online Components if located outside of Metairie (but in the State of LA)
- Must live or have lived in LOUISIANA
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 Advisor Training Program:
- You will need 1 License to start training with us:
- April - Life & Health License (2 weeks of Training)
- We'll send you our code to get Kaplan Training online
- May 1st: Start Background check / Pre-Training / Technology Set Up - Takes 2 weeks
- June 1st: Start Training
- Week 1 is 24 hours over 3 days
- Weeks 2-13 are 4-10 hours/week on varying days
- 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.
- Previous experience in a client-facing role.
- A passion for building relationships and a commitment to client success.
- Licensing & Certification support (We will provide the training for the Life & Health License, 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.
Salary : $38,000 - $100,000