Financial Advisor

Magnolia Wealth Strategies

Job Description

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Metairie, LA vacancy

Financial Aid Advisor
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...
Suggested
Hourly pay
Work at office
Monday to Friday
Afternoon shift
Herzing Brand
Metairie, LA
1 day ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
New Orleans, LA
3 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Metairie, LA
3 days ago
Financial Advisor
Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...
Suggested
Work at office
Local area
Compass Capital Management LLC
Metairie, LA
4 days ago
Financial Aid Representative
$45k - $55k
...Financial Aid Representative Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have...
Suggested
Full time
Casual work
Work at office
Local area
Flexible hours
Education Management, Inc. (dba Blue Cliff College)
Metairie, LA
3 days ago
Financial Representative
...Organization : Name NEW ORLEANS LA Default: Location : City METAIRIE 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 office
Local area
Western & Southern Life
Metairie, LA
3 days ago
Financial Consultant
...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 and...
WealthBridge Financial Group
Metairie, LA
3 days ago
Senior Relationship Banker
...location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...
Full time
Temporary work
Work at office
First Horizon Bank
New Orleans, LA
13 days ago
Banking: Relationship Banker
...at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...
Full time
Temporary work
Work at office
First Horizon Bank
New Orleans, LA
13 days ago
Financial Center Representative
...Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service,...
Work at office
Local area
Fidelity Bank
Metairie, LA
13 days ago
Financial Wellness Advisor
OnPath FCU is seeking a Financial Advocate to build relationships with members, present personalized solutions, and promote products that improve their financial well‑being. You will handle routine transactions, process deposits and loans, and deliver exceptional service...
OnPath Federal Credit Union
Metairie, LA
3 days ago
Financial Planner
Regional Director at Southern Financial Group - 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 a highly motivated analytical individual to join us. In general, the...
Full time
Prudential Financial
New Orleans, LA
5 days ago
Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market
$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...
Work at office
Shift work
Day shift
Bank of America Corporation
New Orleans, LA
27 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Metairie, LA
3 days ago
Banking: Relationship Banker
b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts. You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet...
b1BANK in
Metairie, LA
2 days ago
Banking: Relationship Banker
...The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend personalized solutions. They drive growth by actively promoting and selling banking products and services, focusing on strengthening...
Temporary work
Work at office
LiveWell Homecare Agency, LLC
Harahan, LA
2 days ago
Banking: Relationship Banker
...Role Overview The Relationship Banker is a trusted advisor responsible for engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Sales and Business Development: Proactively identify...
Work at office
VALS
Harahan, LA
2 days ago
Personal Banker
...prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions. Refer clients to business partners...
Work at office
Local area
Afternoon shift
Hancock Whitney
New Orleans, LA
1 day ago
Relationship Banker
...Role Overview The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend tailored solutions. Key Responsibilities Proactively promote and sell banking products, including deposits, loans...
Work at office
LS Solutions Inc
Harahan, LA
1 day ago
College Financial Representative, Internship Program
$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 time
Internship
Local area
UNAVAILABLE
Metairie, LA
6 days ago
College Financial Representative, Internship Program - 2026-26082 - Metairie, Louisiana
$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 time
Internship
Local area
Flexible hours
Northwestern Mutual
Metairie, LA
1 day ago
Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market
...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...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
New Orleans, LA
23 days ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
...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 work
Work experience placement
Local area
Chase
New Orleans, LA
5 days ago
Senior Advisor for Financial Strategies & Policy
...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...
Full time
Work at office
Immediate start
U.S. Department of Housing and Urban Development
New Orleans, LA
4 hours ago
Remote Loan Processor
...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...
Remote work
Caliver Beach Mortgage, LLC
Kenner, LA
1 day ago
Commercial Lender - Banking
Commercial Lending Support Responsible for supporting the commercial lending department in administration work. Essential Job Functions Process business and professional client loans. Analyze commitment letters, board approvals, and lender approvals to produce...
Local area
Metairie Bank
Metairie, LA
4 days ago
Credit & Collections Analyst
$45k - $55k
...A Credit Analyst assists in protecting the financial assets of the company within CED Credit Offices. The desired candidate will use discretion and independent judgment to investigate credit granting, manage a portfolio of receivable accounts, and review and execute legal...
Full time
Part time
Work at office
Flexible hours
CED
Harahan, LA
4 days ago
Commercial Lender - Banking
...expanding Treasury Management relationships, and serving as a trusted advisor to business clients. The ideal candidate is a proven... ...community involvement, and direct calling activities. Analyze financial information and work with the Credit Department to prepare and...
Local area
Nola Bank
New Orleans, LA
4 days ago
Credit Analyst
...Portfolio Managers and Relationship Managers in managing customer relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I and commercial real estate loans. Work proactively...
Work experience placement
First-Horizon-Bank
Harahan, LA
2 days ago
Teller - Banking House - Full Time
...site at location listed in job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...
Full time
Work at office
Night shift
First-Horizon-Bank
Metairie, LA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!