Financial Advisor - Lafayette, LA

Magnolia Wealth Strategies • Lafayette, LA

1d • Hybrid

About The Position

Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette 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: Life & Health License (2 weeks of training) We'll send you our code to get Kaplan Live Training online

Requirements

• MUST live in Louisiana near one of the above offices.
• We are not able to sponsor any Visa's.

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!
• 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.

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
• Number of Employees: 11-50 employees