Advisor Development Program -> Financial Advisor

Magnolia Wealth StrategiesMetairie, LA
Hybrid

About The Position

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. This is a 13-week apprenticeship program that includes licensing and certification support, mentorship, training programs, and professional development resources within a growth-minded culture.

Requirements

  • Must live or have lived in LOUISIANA.
  • Obtain Life Insurance License (training provided).
  • Undergo background check.
  • Participate in technology set up.
  • Attend in-person training sessions in Metairie or online from a branch office if outside Metairie.
  • 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.
  • Previous experience in a client-facing or sales role.
  • Already have the Life & Health License or SIE.

Responsibilities

  • Complete 13 weeks of intensive training.
  • Obtain Life Insurance License.
  • Pursue SIE, Series 7 Topper & Series 66.
  • Engage in client-facing activities and sales.
  • Build relationships and commit to client success.

Benefits

  • Licensing & Certification support (Life & Health License, SIE, Series 7 Topper & Series 66).
  • Mentorship, training programs, and a clear path for career success.
  • Professional development resources.
  • A growth-minded culture.
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