Financial Advisor 13 Week Training Class in Metairie

Magnolia Wealth Strategies • Metairie, LA

6d • Hybrid

About The Position

Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks (Starting in June) 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: 1. You will need 1 License to start training with us: Life & Health License (2 weeks of training) We'll send you our code to get Kaplan Live Training online 2. May 1st: Start Background Check – Takes 3 weeks 3. May 21st: Sign Offer to Contract with us 4. June 15th: Start Training We put you up in the Marriott Hotel in Metairie for 4 nights Week 1 is 24 hours over 3 days Weeks 2-13 are 4-10 hours/week on varying days

Requirements

• 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 ).
• 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 provide the training for 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