Financial Advisor
About the role
The Financial Advisor Apprenticeship Training is a 13-week program designed to transform aspiring financial advisors into successful professionals. It begins with 3 days of in-person training at the Marriott Hotel in Metairie, followed by 2 days per week of online and in-person classes for the remaining 12 weeks.
Duration
Duration: 13 Weeks (First 3 days at Marriott, Metairie; then 2 classes (2 days/week) for the next 12 weeks)
Location
Location: Metairie, LA
Hybrid Training - In-Person + Online
Components if located outside of Metairie (but must be located in the State of LA)
What Makes This Program Unique
The Magnolia Wealth Strategies Training is more than just training—it's a comprehensive transformation experience. Participants will work directly with industry-leading experts who have trained thousands of successful financial advisors. This program combines proven methodologies, hands-on coaching, and real-world application to accelerate your journey to success.
Timeline
Here’s the timeline for the Financial Advisor Apprenticeship Program:
- July: Life Insurance License (2 weeks of online training)
- July 1st-15th: Start Background check
- August 1st: Pre-Training / Technology Setup
- August 17th: Start Training
- Week 1: 24 hours over 3 days @ Marriott, Metairie
- Weeks 2-13: 4-10 hours/week on varying days
Desired Qualifications
- 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 or sales role is a plus
- A passion for building relationships and a commitment to client success
What We Offer
- Licensing & Certification support (We will pay for the training to get 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
Additional Information
We have offices in Metairie, Baton Rouge, Shreveport, Lafayette, and Pensacola-FL.