Magnolia Wealth Strategies, a MassMutual firm · 4 days ago
Senior Financial Advisor - Shreveport
Shreveport, LA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $250K/yr
3+ years expMagnolia Wealth Strategies is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. The Senior Financial Advisor will provide financial advice and solutions to clients, focusing on financial strategies, investments, and insurance services.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
Responsibilities
Meeting with clients
Understanding their financial goals
Recommending appropriate financial products
Providing exceptional client experience
Qualification
Required
Self-Driven and a Self-Starter
3+ years' experience and an established book of business
Strong people skills with the desire to help others
Strong interpersonal and communication skills
Ability to learn quickly and adaptability to new environments and situations
Life and Health Insurance License
SIE, Series 7, Series 66 or desire to obtain them
Benefits
Medical
401k
Pension
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.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase