Financial Advisor - Baton Rouge

Magnolia Wealth Strategies • Baton Rouge, LA

6h • Hybrid

About The Position

This is a 13-week Financial Advisor Apprenticeship Program designed to transform individuals into successful financial advisors. The program combines proven methodologies, hands-on coaching, and real-world application, led by industry-leading experts. It includes licensing and certification support, mentorship, training programs, and professional development resources within a growth-minded culture. The program has offices in Metairie, Baton Rouge, Shreveport, Lafayette, and Pensacola, FL.

Requirements

• Must live or have lived in LOUISIANA.
• Must have or obtain a Life Insurance License by June.
• Must be able to attend training in Metairie for Week 1.
• Must be able to attend hybrid training (In-Person + Online Components) if located outside of Baton Rouge.
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.
• A passion for building relationships and a commitment to client success.

Nice To Haves

• Bachelor’s Degree in Finance, Economics, or a related field.
• Already have the Life & Health License or SIE.

Responsibilities

• Complete online training for the Life Insurance License.
• Undergo background checks.
• Participate in pre-training and technology setup.
• Attend intensive training sessions covering various aspects of financial advisory.
• Pursue SIE, Series 7 Topper & Series 66 licenses.
• Engage in client-facing activities and sales roles.
• Build relationships and commit to client success.

Benefits

• Licensing & Certification support (We will pay for the training to get 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree