Financial Advisor (Pensacola)
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 Benefit's, Financial Planning, Estate Planning, Wealth Management and much more. This is a production-based, business owner opportunity.
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.
- Ability to collaborate with others and independently.
- Strong written and verbal communications skills.
- Must be located in Gulf North-West Florida.
Nice To Haves
- Series 6/7, preferred, not required.
Responsibilities
- Develop and grow a financial practice.
- Provide financial planning, estate planning, and wealth management services.
- Offer a variety of insurance products including Property and Casualty, Life, Disability Income, and Long Term Care.
- Sell Annuities and Group Benefits.
- Build and maintain strong client relationships.
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
