Shreveport Financial Planner

About the role

The Magnolia Wealth Strategies Training is a comprehensive 12-week hybrid program designed to transform aspiring financial planners into successful professionals. It includes in-person sessions and online components, making it accessible to those living in Louisiana.

Responsibilities

• Work directly with industry-leading experts who have trained thousands of successful financial advisors.
• Accelerate your journey to success through proven methodologies, hands-on coaching, and real-world application.

Requirements

• Life & Health License (training provided)
• We will send you our code for 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 (sponsored by us)
• 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

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 (sponsored by us)
• 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

Skills

• Proven methodologies
• Hands-on coaching
• Real-world application
• Licensing & certification support (SIE, Series 7 Topper & Series 66)
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

Benefits

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

Pay

Details on pay are not specified at this time.

Schedule

The program is a hybrid format combining in-person and online components.