Financial Advisor 13 Week Training Class in Metairie - June 1st

Magnolia Wealth Strategies • Metairie, LA

4d • Hybrid

About The Position

Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks (Starting June 1st) Location: Metairie, LA Hybrid Training (In-Person + Online Components if located outside of Metairie but must live in LA or being willing to relocate to LA). 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: April - 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 2 weeks 3. May 15th: Sign Offer to Contract with us 4. June 1st: Start Training Week 1 is 24 hours over 3 days Weeks 2-13 are 4-10 hours/week on varying days

Requirements

• A desire to pursue the SIE, Series 7 Topper & Series 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 (We will provide the training for 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

• Career Level: Entry Level
• Number of Employees: 11-50 employees