Financial Advisor Trainee

Magnolia Wealth Strategies

Job Description

Financial Advisor Training -> Financial Advisor

Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks (The first 3 days will be at the Marriott Hotel, Metairie; then 2 classes (2 days/week) for the next 12 weeks)

Location: (After first 3 days) Metairie, Baton Rouge, Lafayette or Shreveport

Hybrid Training - In-Person + Online Components if located outside of Metairie (but must be located in the State of LA)
Must live or have lived in LOUISIANA

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.

Here's the timeline for the Financial Advisor Apprenticeship Program:

1. You will need 1 License to start training with us:

Life Insurance License (2 weeks of online Training)
- We'll send you our code that pays for Kaplan Training online

2. Start Background check

2. Pre-Training / Technology Set Up

3. Start Training

Week 1 is 24 hours over 3 days @ Marriott, Metairie
Weeks 2-13 are 4-10 hours/week on varying days in Metairie or from Branch office 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.
Previous experience in a client-facing or sales role is a plus.
A passion for building relationships and a commitment to client success.

What We Offer

Licensing & Certification support (We will pay for the training to get the Life & Health License, 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.

#LI-MWS1

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Vacancy posted 4 days ago

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