Financial Advisor 12 Week Training Class - Starting June 15th!

Magnolia Wealth Strategies • Baton Rouge, LA

10d • Hybrid

About The Position

Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks (Starting June 15th) Format: Hybrid Training (In-Person + Online Components if located outside of Baton Rouge 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 2. May 11st: Start Background Check – Takes 3 weeks 3. May 18th: Sign Offer to Contract with us 4. June 15th: Start Training We put you up in the Marriott Hotel in Metairie for 4 nights Week 1 is 24 hours over 3 days Weeks 2-12 are 4-10 training hours/week start building your business by making connections

Requirements

• A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!)
• 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.

Nice To Haves

• Bachelor’s degree in finance, Economics, or a related field ( preferred but not required )
• If you already have the Life & Health License or SIE it is a plus!

Responsibilities

• Building connections

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

• Career Level: Entry Level