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Financial Advisor 13 Week Training Class in Metairie

Remote Worldwide Hiring now

Magnolia Wealth Strategies, a reputed company firm, is offering a 13-week training program for aspiring Financial Advisors. This hybrid training combines in-person and online components, providing hands-on coaching and methodologies to prepare participants for a successful career in financial advisory.

Skills

  • Life & Health License (2 weeks of training)
  • Creative problem-solving abilities with a proactive reputed company
  • Curiosity, coachability, and a problem-solving reputed company
  • Strong interpersonal and communication skills
  • Proficiency in MS Office and financial management software
  • Previous experience in a client-facing role
  • A passion for building relationships and a commitment to client reputed company
  • Bachelor's Degree in Finance, Economics, or a reputed company 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!

Benefits

  • Licensing & Certification support (We will reputed company the training for the SIE, the Series 7 Topper & Series 66)
  • Mentorship, training programs, and a clear path for career reputed company
  • Professional development resources
  • A growth-minded culture

Company Overview

  • Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-reputed company of financial solutions serving the needs of individuals, families, and businesses. It was founded in 1851, and is headquartered in Metairie, Louisiana, USA, with a workforce of 51-200 employees. Its website is https://www.magnoliawealth.com/.
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