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 #J-18808-Ljbffr
- ...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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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 hours- ...Financial Advisor We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and be passionate about helping clients achieve their financial goals. This role involves...Suggested
$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...SuggestedFull timeContract workFor contractorsWork at office- ...Company Description Guilbault Capital, LLC is a financial services firm focused on helping individuals, families, and businesses build... ...reaching their financial goals. Role Description The Financial Advisor role at Guilbault Capital, LLC is a full-time hybrid position based...SuggestedFull timeWork from home
$45k - $55k
...POSITION 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 a thorough knowledge...Full timeCasual workWork at officeLocal areaFlexible hours- ...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...
- ...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 timeTemporary workWork at office
- ...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 timeTemporary workWork at office
- ...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 officeLocal area
$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 officeShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 hours$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...Visa sponsorship- ...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 officeLocal areaAfternoon shift
- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
- ...Hancock Whitney Corp. is seeking a results-oriented banking professional to build client relationships and drive sales at our financial center. You will conduct needs assessments, tailor product solutions, and educate clients on digital banking options to ensure 24/7 access...Afternoon shift
- ...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
- Work Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC JOB SUMMARY/PURPOSE: This role is part of a team that performs market and customer research, economic modeling and analysis on subjects that have key implications for ETR’s long-term growth. Examples of ...Work experience placementWork at officeLocal areaRelocationVisa sponsorshipWork visa
$99k - $232k
...inform conclusions and support decision-making.Responsibilities- Leading finance transformation initiatives using Anaplan to optimize financial planning and analysis processes- Collaborating with CEOs, CFOs, and other finance leaders to align financial strategies with...Full timeH1b$63k - $140k
...LevelAssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to...Full timeH1b$77k - $202k
...AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b- ...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 roleWork at officeLocal areaImmediate startShift workDay shift
- ...Organization : Name GRETNA LA Default: Location : City HARVEY 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
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
$39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- ...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
- 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
- ...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
- ...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
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