Financial Advisor 13 Week Training Class - Starting May 18th!
About The Position
Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks (Starting May 18th) Format: Hybrid Training (In-Person + Online Components if located outside of Metairie but must live in LA or being willing to relocate to LA). Investment: Comprehensive Career Development Program 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 Training Program: You will need 2 licenses to start training with us: Life & Health License (2 weeks of training) - We'll send you our code to get Kaplan Live Training online SIE - Securities Industry Essentials (30-45 days of training) - We'll send you our code to get Kaplan Live Training online 2. April 1st: Start Background Check – Takes 3 weeks 3. May 4th: Sign Offer to Contract with us 4. May 18th: Start Training (See attached Training Overview) Week 1 is 40 hrs Weeks 2-13 are 2 trainings per day / 2 days a week (Mon & Wed)
Requirements
- A desire to pursue your Life & Health Insurance license & SIE, Series 7 Topper & 66 (we'll sponsor you!)
- Creative problem-solving abilities with a proactive mindset.
- Curiosity, coachability, and a problem-solving mindset.
- 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 success.
Nice To Haves
- Bachelor’s Degree in Finance, Economics, or a related field (preferred but not required).
- If you already have the Life & Health License or SIE it is a plus!
Benefits
- Licensing & Certification support
- Mentorship, training programs, and a clear path for career success
- Professional development resources
- A growth-minded culture
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
