Financial Advisor (Lafayette)
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, offering an extensive variety of products to help meet the financial needs of clients and business owners. Services include but are not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more. This is a production-based, business owner opportunity. Mass Mutual is recognized as a 2020 World’s Most Ethical Companies, has a score of 100 on the Human Rights Campaign Corporate Equality Index 2020, and is a Diversity Best Practices Inclusion Index Company and 2019 Military Friendly Employee TOP 7 BROKER-DEALER.
Requirements
- 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.
- Must be located in the Lafayette area.
Nice To Haves
- Series 6/7, preferred, not required.
Responsibilities
- Develop and grow a financial practice.
- Sell products and services to meet client needs.
- Build and maintain client relationships.
- Collaborate with others and work independently.
- Problem-solve to reach resolution.
Benefits
- 401(k)/ 401(k) matching
- Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
- Professional development assistance
- Bonus and Incentives
- Business owner Opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
