Financial Advisor

2 weeks ago

Baton Rouge, Louisiana, United States Magnolia Wealth Strategies Full time


Job Description

About Us:

Magnolia Wealth Strategies is a MassMutual firm, that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions.

The Opportunity:

Our firm is rapidly expanding; we are seeking both experienced and inexperienced financial professionals. Whether starting your journey at an entry level, you'll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within your business. or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Magnolia Wealth Strategies, you'll have access to world-class resources, a collaborative culture, and the independence to build your practice with the backing of one of the strongest financial institutions in the country. If you are eager to learn, passionate about helping others, and ready to grow -- this role is built for you.

Responsibilities:
  • Analyze client's financial status, develop and implement financial strategies.
  • Assist with financial forecasting and modeling to drive strategic decision-making.
  • Build and maintain client relationships through proactive communication and effective problem-solving.
  • Collaborate with your team to share best practices and improve processes.
  • Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.
Desired Skills and Experience:
  • Bachelor's degree in finance, Economics, or a related field.
  • A desire to pursue your Life & Health Insurances licenses & FINRA Series 7 & 66 (we'll support you)·
  • Market development/networking abilities
  • Strong interpersonal skils and customer service focus
  • 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 financial role.
  • Knowledge of regulatory standards and compliance requirements.
  • A passion for building relationships and a commitment to client success.
What We Offer:
  • Licensing & certification support
  • Mentorship, training programs, and a clear path for career success
  • Professional development resources
  • A growth-minded culture

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