What are the responsibilities and job description for the Shreveport Financial Planner position at Magnolia Wealth Strategies, a MassMutual firm?
Financial Planner Training Class
Your Gateway to Financial Planner Excellence
Duration: 12 Weeks
Format: Hybrid Training (In-Person Online Components if located outside of Lafayette but must live in Louisiana).
Investment: Comprehensive Career Development Program
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:
MUST live in Louisiana near one of the above offices.
We are not able to sponsor any Visa's.
Your Gateway to Financial Planner Excellence
Duration: 12 Weeks
Format: Hybrid Training (In-Person Online Components if located outside of Lafayette but must live in Louisiana).
Investment: Comprehensive Career Development Program
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:
- You will need:
- Life & Health License (2 weeks of training)
- We'll send you our code to get Kaplan Live Training online
- 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.
- Proficiency in MS Office and financial management software.
- 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 SIE, the Series 7 Topper & Series 66)
- Mentorship, training programs, and a clear path for career success
- Professional development resources
- A growth-minded culture
MUST live in Louisiana near one of the above offices.
We are not able to sponsor any Visa's.
Salary : $80,000 - $250,000