Financial Advisor Trainee
Magnolia Wealth Strategies
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
Vacancy posted 1 day ago
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