Financial Advisor

3 days ago Be among the first 25 applicants Magnolia Wealth Strategies, a MassMutual firm, is a holistic financial guidance firm offering a full range of financial solutions for individuals, families, and businesses. The firm's main purpose is to help people secure their future and protect their loved ones. Their diverse team of over 120 financial professionals has the experience and knowledge to understand unique situations and provide tailored solutions to help prepare for the future. Company Description Magnolia Wealth Strategies, a MassMutual firm, is a holistic financial guidance firm offering a full range of financial solutions for individuals, families, and businesses. The firm's main purpose is to help people secure their future and protect their loved ones. Their diverse team of over 120 financial professionals has the experience and knowledge to understand unique situations and provide tailored solutions to help prepare for the future. Role Description This is a full-time hybrid role for a Financial Advisor located in the Pensacola Metropolitan Area. The Financial Advisor will be responsible for providing holistic financial planning, retirement planning, investment advice, and financial advisory services. Some work from home is acceptable in this role. Qualifications Financial Planning and Retirement Planning skills Finance and Investments expertise Financial Advisory knowledge Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to work independently and in a team Industry certifications such as CFP, CFA, or Series 7 are a plus Bachelor's degree in Finance, Economics, Business, or related field Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr Magnolia Wealth Strategies, a MassMutual firm