Magnolia Wealth Strategies, a MassMutual firm · 1 month ago
Financial Advisor (Junior or Senior)
Hybrid in 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 holistic approach to financial services. They are seeking a Financial Advisor to provide a variety of financial products and services to clients, emphasizing a people-first approach and strong relationship-building skills.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
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
Series 6/7, preferred, not required
Benefits
Full scale, Health and Wellness insurance (Health, Dental, Vision, Life, 401k matching...)
Professional development assistance
Bonus and Incentives
Business owner Opportunity
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents
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