What are the responsibilities and job description for the Senior Financial Advisor - Shreveport position at Magnolia Wealth Strategies, a MassMutual firm?
Company Description
Magnolia Wealth Strategies is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 19,000 clients across the Louisiana, Alabama, Mississippi and Florida, come join our growing team of Advisors and Brokers to grow your practice. Our core office locations include Metairie, Shreveport, Lafayette and Baton Rouge, Louisiana. Also Pensacola, Florida.
Role Description
The Senior Financial Advisor will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing exceptional client experience. The ideal candidate will have an established book of business and is interested in building a presence for Magnolia Wealth. They will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Qualifications
We have a Sales Development class starting on October 27th. Benefits include Medical, 401k and Pension.
Compensation: From $80,000 to $250,000 per year
Magnolia Wealth Strategies is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than 19,000 clients across the Louisiana, Alabama, Mississippi and Florida, come join our growing team of Advisors and Brokers to grow your practice. Our core office locations include Metairie, Shreveport, Lafayette and Baton Rouge, Louisiana. Also Pensacola, Florida.
Role Description
The Senior Financial Advisor will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services. Responsibilities include meeting with clients, understanding their financial goals, recommending appropriate financial products, and providing exceptional client experience. The ideal candidate will have an established book of business and is interested in building a presence for Magnolia Wealth. They will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Qualifications
- Self-Driven and a Self-Starter
- 3 years’ experience and an established book of business
- Strong people skills with the desire to help others
- Strong interpersonal and communication skills
- Ability to learn quickly and adaptability to new environments and situations
- Life and Health Insurance License
- SIE, Series 7, Series 66 or desire to obtain them
We have a Sales Development class starting on October 27th. Benefits include Medical, 401k and Pension.
Compensation: From $80,000 to $250,000 per year
Salary : $80,000 - $250,000