Shreveport Financial Planner

Magnolia Wealth Strategies • Shreveport, LA

106d • Hybrid

About The Position

This is a 12-week hybrid training program designed to transform individuals into successful financial advisors. The program is led by industry experts and combines proven methodologies, hands-on coaching, and real-world application. Upon completion, participants will be well-equipped to excel in the financial planning field.

Requirements

• Must live in Louisiana near one of the offices (Metairie, Baton Rouge, Shreveport, Lafayette).
• 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.
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.

Nice To Haves

• Bachelor’s degree in finance, Economics, or a related field.
• Already possess the Life & Health License or SIE.

Responsibilities

• Complete Life & Health License training.
• Utilize Kaplan Live Training online resources.
• Pursue SIE, Series 7 Topper & Series 66 certifications (company sponsored).
• Engage in client-facing roles.
• Build relationships and commit to client success.
• Utilize MS Office and financial management software.
• Apply creative problem-solving abilities.
• Demonstrate curiosity and a problem-solving mindset.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees