Financial Advisor Trainee

Recruitment began on August 6, 2026 and the job listing expires on September 6, 2026.

About the Program

Your Gateway to Financial Advisory Excellence. This 13-week apprenticeship training program transitions you into a Financial Advisor role with ongoing training.

• First 3 days: 24 hours of in-person training at the Marriott Hotel, Metairie
• Weeks 2-13: 4-10 hours per week, with 2 days per week of classes for the first 4 weeks (in-person in Metairie or online from a branch office)
• Hybrid training model: in-person and online components (must be located in Louisiana)

Locations after the first 3 days: Metairie, Baton Rouge, Lafayette, Shreveport, or Pensacola. Must live or have lived in Louisiana.

What Makes This Program Unique

The Magnolia Wealth Strategies Training is 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.

Program Timeline

• Life Insurance License: Required to start training (2 weeks of online training provided). We’ll send you a code to cover Kaplan Training online.
• Start background check and pre-training/technology setup.
• Week 1: 24 hours over 3 days at the Marriott, Metairie.
• Weeks 2-13: 4-10 hours per week on varying days, in Metairie or online from a branch office.

Desired Qualifications

• Bachelor’s Degree in Finance, Economics, or a related field (preferred, but not required).
• Desire to pursue the SIE, Series 7 Topper, and Series 66 (we’ll sponsor you!).
• Existing Life & Health License or SIE 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.
• Passion for building relationships and a commitment to client success.

Benefits

• Licensing & Certification support: We will pay for training to obtain the Life & Health License, SIE, Series 7 Topper, and Series 66.
• Mentorship, training programs, and a clear path for career success.
• Professional development resources.
• A growth-minded culture.