Magnolia Wealth Strategies, a MassMutual firm · 4 hours 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 that offers a variety of financial services. They are seeking Independent Financial Advisors who can manage their own book of business while providing comprehensive financial planning and wealth management services to clients.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
Responsibilities
Independent Financial Advisor (Own your book of business)
Providing an extensive variety of products to help meet the financial needs of clients and business owners
Building, developing and executing financial plans
Training to develop rapport & professional confidence, communication techniques, to identify and research markets and product training
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
Sales experience is a plus
SIE, Series 6/7, preferred, not required
Benefits
Health Ins
Dental Ins
Vision Ins
Life Ins
401k matching
Professional development assistance
Bonus and Incentives
Business owner Opportunity
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