Financial Advisor - Baton Rouge jobs in United States
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Magnolia Wealth Strategies, a MassMutual firm · 1 month ago

Financial Advisor - Baton Rouge

positionBaton Rouge, LA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$80,000/wk - $250,000/wk

Magnolia Wealth Strategies is a MassMutual firm that provides comprehensive financial strategies to individuals, families, and businesses. They are seeking both experienced and inexperienced financial professionals to build strong client relationships and foster growth within their business.

Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management

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

Qualification

Bachelor’s degree in financeLife & Health Insurance licensesFINRA Series 7 & 66Financial management softwareClient-facing financial experienceCustomer service focusNetworking abilitiesRegulatory standardsInterpersonal skillsProblem-solving abilitiesCommunication skills

Required

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 skills 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

Benefits

Licensing & certification support
Mentorship, training programs, and a clear path for career success
Professional development resources
A growth-minded culture

Company

Magnolia Wealth Strategies, a MassMutual firm

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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.
dateFounded in 1851
location
Metairie, Louisiana, USA
people-size51-200 employees
web-link
https://www.magnoliawealth.com/

Funding

Current Stage
Growth Stage
Company data provided by crunchbase