Financial Advisor - Baton Rouge

About the role

The Magnolia Wealth Strategies Training offers an intensive 13-week Financial Advisor Apprenticeship Program designed to transform aspiring financial advisors into successful professionals. Participants will work closely with industry leaders who have trained thousands of successful advisors.

Responsibilities

• Work directly with industry-leading experts
• Combine proven methodologies, hands-on coaching, and real-world application
• Accelerate your journey to success

Requirements

• 1 License to start training with us: Life Insurance License (2 weeks of online training)
• Background check and technology set up starting from August 1st
• Training schedule: Week 1 - 24 hours over 3 days at Marriott, Metairie; Weeks 2-13 - 4-10 hours/week on varying days

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 (training will be sponsored)
• 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

Skills

• Proven methodologies
• Hands-on coaching
• Real-world application

Benefits

• Licensing & certification support (training for Life & Health License, SIE, Series 7 Topper & Series 66 will be paid for)
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

Pay

Not specified

Schedule

Not specified

Benefits

• Not specified