Financial Advisor
About The Position
Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefits, Financial Planning, Estate Planning, Wealth Management and much more. This is a production-based, business owner opportunity. As a Financial Advisor with Magnolia Wealth Strategies, you will build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures. You will develop trusted client relationships, understand each client's goals and needs, and take a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm. This is an entrepreneurial, production-based opportunity for someone who wants to take ownership of building a business while having the support, resources, products, technology, training, and collaboration of an established firm. Financial Advisors are responsible for developing new client relationships, deepening existing relationships, creating and implementing appropriate financial strategies, and providing ongoing guidance as clients' needs evolve.
Requirements
- MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORIDA
- Bachelor's Degree or work-related experience
- State insurance licensed – Life, Accident, and Health, or willingness to get licensed
- Excellent financial, analytical, and critical-thinking skills
- Ability to problem solve to reach resolution
- The ability to collaborate with others and Independently
- Strong written and verbal communications skills
Nice To Haves
- Series 6/7, preferred, not required
Responsibilities
- Build and grow your own financial services practice
- Help individuals, families, and business owners make informed decisions about their financial futures
- Develop trusted client relationships
- Understand each client's goals and needs
- Identify strategies across protection, financial planning, wealth management, and other solutions
- Develop new client relationships
- Deepen existing relationships
- Create and implement appropriate financial strategies
- Provide ongoing guidance as clients' needs evolve
Benefits
- Performance Based Pay including commissions, bonuses and incentives
- 401(k)/ 401(k) matching
- Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
- Professional development assistance
- Business owner opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
