Magnolia Wealth Strategies, a MassMutual firm · 6 days ago
Financial Advisor (Junior or Senior)
Lafayette, LA
Full-time
Hybrid
Entry, Mid, Senior Level
$80K/yr - $250K/yrMagnolia Wealth Strategies, a MassMutual firm, is a full-scale, Independent Financial firm offering a variety of financial services. The role involves owning your book of business and providing comprehensive financial planning, estate planning, and wealth management services to clients.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
Responsibilities
Independent Financial Advisor (Own your book of business)
We offer an extensive variety of products to help meet the financial needs of clients and business owners
Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more
Qualification
Required
Bachelor's Degree or work-related experience
State insurance licensed – Life, Accident, and Health, or willingness to get licensed
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Preferred
SIE, Series 6/7, preferred, not required
Sales experience is a plus
Benefits
Full medical/dental/vision/matching 401k Benefits...
Health Ins, Dental Ins, Vision Ins, Life Ins, 401k matching...
Professional development assistance
Bonus and Incentives
Company
Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase