Skillbrige Career Advisor Training

About the role

Magnolia Wealth Strategies has an opportunity for Active Service members to participate in the Skillbridge Program when leaving active service. The program is designed to train military veterans to enter the Financial Services industry in the capacity of a Financial Planner.

Responsibilities

You'll be taught the processes to build full scale financial plans for individuals, families and business owners as well as how to build your own financial planning practice. Our firm sponsors all costs for Skillbridge candidates to become licensed.

Qualifications

• 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.
• - 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.

What We Offer

• 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

Pay

$30,000 to $30,000 per year

Schedule

Contract

Benefits

None specified