Junior Financial Advisor jobs in United States
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Magnolia Wealth Strategies, a MassMutual firm · 2 days ago

Junior Financial Advisor

Magnolia Wealth Strategies is a Full-scale, Hybrid Independent Financial firm, recognized for its ethical practices and commitment to diversity. The role of a Junior Financial Advisor involves working directly with clients to help them achieve long-term financial freedom by providing guidance and support in their financial decision-making.

Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management

Responsibilities

Work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom

Qualification

SIE certificationState insurance licenseSales experienceProblem solvingMotivated to help othersCommunicationRelationship buildingCollaborate

Required

High school Diploma
Must be willing to obtain 7, 66
State insurance licensed – Life and Health, or willingness to get licensed
Sale's based mindset
Ability to go after niche markets and network
Problem solver
Motivated to help others
The ability to collaborate with others and Independently
Willingness to communications, and follow processes and procedures
Motivated
MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA

Preferred

SIE, preferred, not required

Benefits

Health and Wellness benefits
401K with matching
Professional Development
401(k)/ 401(k) matching
Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
Professional development assistance
Bonus and Incentives
Business owner Opportunity

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.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase