Financial Advisor
Magnolia Wealth Strategies, a MassMutual firm, Lafayette, LA, United States
Overview
Financial Advisor Training Class
Your Gateway to Financial Advisory Excellence
Duration: 12 Weeks
Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in LA or being willing to relocate to LA).
Investment: Comprehensive Career Development Program
What makes This Program Unique
The Magnolia Wealth Strategies Training is more than training—it's 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.
Timeline
You will need:
Life & Health License (2 weeks of training)
We'll send you our code to get Kaplan Live Training online
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
We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL. MUST live in Louisiana near one of the above offices. We are not able to sponsor any Visa's.
#J-18808-Ljbffr
Financial Advisor Training Class
Your Gateway to Financial Advisory Excellence
Duration: 12 Weeks
Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in LA or being willing to relocate to LA).
Investment: Comprehensive Career Development Program
What makes This Program Unique
The Magnolia Wealth Strategies Training is more than training—it's 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.
Timeline
You will need:
Life & Health License (2 weeks of training)
We'll send you our code to get Kaplan Live Training online
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
We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL. MUST live in Louisiana near one of the above offices. We are not able to sponsor any Visa's.
#J-18808-Ljbffr