Skillbrige Career Advisor Training

Magnolia Wealth Strategies • Pensacola, FL

4d • Onsite

About The Position

Magnolia Wealth Strategies has an opportunity for Active Service members to participate in the Skillbridge Program when leaving active service. This opportunity is designed to train military veterans to enter the Financial Services industry in the capacity of a Financial Planner. We position candidates in the program on Financial Planning teams to service their niche market and provide financial planning services and build their own practice. You will obtain the training, credentials, and licensing required for a balanced advisor. You'll be taught the processes to build full-scale financial plans for individuals, families, and business owners, as well as how to build your own financial planning practice. Our firm sponsors all costs for Skillbridge candidates to become licensed. 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.

Requirements

• Active Service members leaving active service.
• Life & Health License (2 weeks of training)
• 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.
• A desire to pursue the SIE, Series 7 Topper & Series 66.
• Already have the Life & Health License or SIE.
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.

Responsibilities

• Service a niche market and provide financial planning services.
• Build your own financial planning practice.
• Build full-scale financial plans for individuals, families, and business owners.
• Obtain training, credentials, and licensing required for a balanced advisor.

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

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