Financial Advisor Apprenticeship
Magnolia Wealth Strategies • Metairie, LA107d • Hybrid
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Still time! Financial Advisor Apprenticeship Class - June 1st
Magnolia Wealth Strategies•Metairie, LA
•Hybrid
About The Position
This is a 13-week 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 experts. It includes licensing support and a clear path for career success within a growth-minded culture.
Requirements
- Must live or have lived in LOUISIANA.
- Obtain Life Insurance License (Kaplan Training provided).
- Complete background check / Pre-Training / Technology Set Up.
- Attend training sessions (Week 1: 24 hours over 3 days; Weeks 2-13: 4-10 hours/week).
- Creative problem-solving abilities with a proactive mindset.
- Curiosity, coachability, and a problem-solving mindset.
- Strong interpersonal and communication skills.
- 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.
- Already have the Life & Health License or SIE.
Responsibilities
- Obtain Life Insurance License.
- Complete background check and technology setup.
- Participate in intensive training covering various aspects of financial advisory.
- Pursue SIE, Series 7 Topper & Series 66 licenses.
- Build relationships and commit to client success.
Benefits
- Licensing & Certification support (training for Life & Health License, SIE, Series 7 Topper & Series 66 provided).
- Mentorship, training programs, and a clear path for career success.
- Professional development resources.
- A growth-minded culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
11-50 employees
Job Search Resources
Career Resources
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