Teams at Magnolia Wealth Strategies

Train transitioning service members to become financial planners: obtain licenses (Life & Health, SIE/Series exams), learn to build full-scale financial plans, work on planning teams, receive mentorship, and develop a client-facing practice.

13-week Financial Advisor apprenticeship in Louisiana combining in-person and online training. Candidates must obtain a Life & Health insurance license to begin, complete a background check, and pursue SIE, Series 7 Topper, and Series 66 (sponsored). Program includes mentorship, licensing support, professional development, and client-facing sales coaching to prepare participants for financial advisory roles.

13-week Financial Advisor apprenticeship combining in-person kickoff and weekly classes to prepare candidates for advisory roles. Program includes Life & Health licensure, sponsored SIE/Series 7/66 study, background check, mentorship, and professional development. Candidates must be located in Louisiana and develop client-facing, communication, and problem-solving skills to transition into a financial advisor role.