Financial Advisor Apprenticeship Program

Magnolia Wealth Strategies • Metairie, LA

69d • Hybrid

About The Position

This is a 13-week intensive apprenticeship program designed to transform individuals into successful financial advisors. The program combines proven methodologies, hands-on coaching, and real-world application, led by industry-leading experts. The training includes both in-person and online components, with an initial 3-day in-person session followed by weekly classes. Participants will receive support for obtaining necessary licenses and certifications.

Requirements

• Must live or have lived in LOUISIANA.
• Need 1 License to start training: Life Insurance License.
• Complete 2 weeks of online training for the Life Insurance License.
• Start background check.
• Complete Pre-Training / Technology Set Up.
• Attend Week 1 training (24 hours over 3 days @ Marriott, Metairie).
• Attend Weeks 2-13 training (4-10 hours/week on varying days in Metairie or from Branch office online).
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.
• A passion for building relationships and a commitment to client success.

Nice To Haves

• Bachelor’s Degree in Finance, Economics, or a related field.
• Previous experience in a client-facing or sales role is a plus.
• Already have the Life & Health License or SIE.

Responsibilities

• Complete a 13-week intensive training program.
• Obtain a Life Insurance License (supported by provided training).
• Participate in background checks and technology setup.
• Attend in-person and online training sessions.
• Pursue SIE, Series 7 Topper & Series 66 licenses (sponsored by the company).
• Develop creative problem-solving abilities.
• Demonstrate curiosity and coachability.
• Utilize strong interpersonal and communication skills.
• Build relationships and commit to client success.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree