Financial Advisor
Magnolia Wealth Strategies
Job description Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more. MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA. * This is a production-based, business owner opportunity * Mass Mutual- Recognized as a 2020 World's Most Ethical Companies * Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 * Diversity Best Practices Inclusion Index Company 2019 * Military Friendly Employee * TOP 7 BROKER-DEALER Qualities * Willingness to learn * Strong communication and relationship building skills with a focus on putting people first * Problem solver. * A strong relationship-builder who takes a people-first approach * A dedicated individual: independent, self-motivated and goal-oriented * A leader, coach, and mentor * Successful sales experience * Ability to listen and obtain knowledge of products and service * Believer in the products you are selling We will help you by providing... * Leadership support, business advice and guidance * Opportunities for collaboration and mentorship * Cutting edge technologies, making it seamless when doing business * A supportive environment that sees collaboration as key to success * Training and tools * Vast variety of products and services * Allowing you the ability to grow your practice your way. Qualifications * Bachelor's Degree or work-related experience. * State insurance licensed - Life, Accident, and Health, or willingness to get licensed. * Excellent financial, analytical, and critical-thinking skills. * Ability to problem solve to reach resolution * The ability to collaborate with others and Independently * Strong written and verbal communications skills * Series 6/7, preferred, not required MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA. * Pay and Benefits * 401(k)/ 401(k) matching * Full scale, Health and Wellness insurance (Health, Dental, vision, Life+) * Professional development assistance * Bonus and Incentives * Business owner Opportunity #LI-MWS1
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Baton Rouge, LA vacancy
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedFull timeWork at officeDay shift- ...Patient Financial Advisor The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assists patients in completing Medicaid and financial assistance applications; manages Medicaid eligibility/application process; collects patient responsibility...SuggestedWork at office
FMOL Health
Baton Rouge, LA1 day ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Baton Rouge, LA1 day ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Baton Rouge, LA4 days ago$43.89k - $150k
...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial...SuggestedFull timeTemporary workLocal areaFlexible hoursRegions Bank
Baton Rouge, LA2 days ago- ...York Life Insurance Agent's role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial...Work at officeFlexible hours
$50k - $75k
Regional Director at Prudential Advisors The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy...Full time- ...Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside of Baton Rouge (but must be located in the State of...Full timeApprenticeship
Magnolia Wealth Strategies
Baton Rouge, LAmore than 2 months ago - ...Organization : Name BATON ROUGE LA Default: Location : City BATON ROUGE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
Western & Southern Life
Baton Rouge, LA2 days ago - ...Job no: 495667 Work type: Staff Full-Time Location: Baton Rouge, LA Categories: Academic Affairs, Admissions, Financial Aid, Student Affairs, Education Advancing Excellence, Expanding Educational Access, and Empowering Student Success. The Financial Aid Counselor is responsible...Full timeWork at officeFlexible hoursNight shift
Monash University
Baton Rouge, LA1 day ago - ...current information is documented in MosaiQ; Meets with patients during their initial physician consult; discusses their comprehensive financial responsibility based on their benefits; Ensures patients understand their financial responsibility & options to pay; Assists the...
Mary Bird Perkins Cancer Center
Baton Rouge, LA2 days ago - ...Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice...
WealthBridge Financial Group
Baton Rouge, LA1 day ago - ...Job Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there...Work at office
New York Life
Baton Rouge, LA23 days ago $15 per hour
1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Financial Advisor at Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for...Minimum wageFull timeContract workPart time$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Ward Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...InternshipLive outWork at officeLocal areaWork from homeFlexible hoursWard Region - Modern Woodmen of America
Baton Rouge, LA2 days ago- ...Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations...Work at office
Ameriprise Financial Services, Inc.
Baton Rouge, LA3 days ago $60k - $145k
...doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson...Temporary workFlexible hoursCarson Group
Baton Rouge, LA2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Baton Rouge, LA2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Baton Rouge, LA4 days ago- ...Keller Executive Search is partnering with a leading organization to identify a talented Financial Analyst who can turn data into insight and insight into action. Our client operates in a dynamic, growth-oriented sector where sound financial analysis directly informs strategic...Full timeLocal area
Keller Executive Search
Baton Rouge, LA3 days ago $46.99k - $122.4k
...community at a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Baton Rouge, LA5 days ago$60k - $75k
...that time will either expose you or promote you, based on your willingness to embrace change. Job Details Description We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson...Temporary workInterim roleFlexible hoursCarson Group
Baton Rouge, LA2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Baton Rouge, LA7 hours ago- ...Rouge, LA, is seeking a Relationship Banker to acquire, manage, and retain client relationships while delivering hospitality and financial guidance. You will leverage Chase technology to support clients and coordinate with a team of experts for specialized needs. The role...Afternoon shift
Fairygodboss
Baton Rouge, LA18 hours ago $112.7k - $193.2k
...Director is a high impact individual contributor who serves as the operational and analytical right hand to the Vice President of Financial Planning & Analysis. This role owns the quarterly forecasting model, leads data gathering for upstream and executive reporting,...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workShift workUnitedHealth Group
Baton Rouge, LA2 days ago- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
Chase
Baton Rouge, LA4 days ago - ...through networking, community involvement, and strategic business development efforts.Analyze commercial credit requests, including financial statements, tax returns, cash flow, and collateral, to support sound lending decisions.Monitor portfolio performance, identify and...
- ...solutions that matter. If you’re ready to grow and make an impact, we’d love to be on your team.The ideal candidate will possess strong financial analysis skills, sound business judgment, and the ability to balance customer service with prudent risk management. This...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planning assistant Baton Rouge, LA
- financial counselor Baton Rouge, LA
- financial advisor development program Baton Rouge, LA
- associate corporate finance Baton Rouge, LA
- financial advisor Baton Rouge, LA
- financial advisor training program Baton Rouge, LA
- financial advisor associate Baton Rouge, LA
- financial planning associate Baton Rouge, LA
- financial planner cfp Baton Rouge, LA
- jde finance consultant Baton Rouge, LA