Financial Advisor Apprenticeship Training -> Financial Advisor
Your Gateway to Financial Advisory Excellence
Duration: 13 Weeks (The first 3 days will be at the Marriott Hotel, Metairie; then 2 classes (2 days/week) for the next 12 weeks)
Location: (After first 3 days) Metairie, Baton Rouge, Lafayette or Shreveport
- Hybrid Training - In-Person + Online Components if located outside of Metairie (but must be located in the State of LA)
- Must live or have lived in LOUISIANA
WHAT MAKES THIS PROGRAM UNIQUE
The Magnolia Wealth Strategies Training is more than training—it's a complete transformation experience. You'll work directly with industry-leading experts who have trained thousands of successful financial advisors. This intensive program combines proven methodologies, hands-on coaching, and real-world application to accelerate your journey to success.
Here’s the timeline for the Financial Advisor Apprenticeship Program:
1. You will need 1 License to start training with us:
- Life Insurance License (2 weeks of online Training)
- We'll send you our code that pays for Kaplan Training online
2. Start Background check
2. Pre-Training / Technology Set Up
3. Start Training
Week 1 is 24 hours over 3 days @ Marriott, Metairie
Weeks 2-13 are 4-10 hours/week on varying days in Metairie or from Branch office online
Desired Qualifications
- Bachelor’s Degree in Finance, Economics, or a related field (preferred, but not required).
- A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!)
- If you already have the Life & Health License or SIE it is a plus!
- Creative problem-solving abilities with a proactive mindset.
- Curiosity, coachability, and a problem-solving mindset.
- Strong interpersonal and communication skills.
- Previous experience in a client-facing or sales role is a plus.
- A passion for building relationships and a commitment to client success.
What We Offer
- Licensing & Certification support (We will pay for the training to get the Life & Health License, the SIE, the Series 7 Topper & Series 66).
- Mentorship, training programs, and a clear path for career success.
- Professional development resources.
- A growth-minded culture.
We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.
#LI-MWS1
Skills Required
- Must live or have lived in Louisiana
- Obtain Life Insurance (Life & Health) license prior to training (training paid/provided)
- Ability to pass a background check
- Willingness to pursue SIE, Series 7, and Series 66 (employer sponsorship provided)
- Strong interpersonal and communication skills
- Curiosity, coachability, and problem-solving mindset
- Bachelor's degree in Finance, Economics, or related field
- Previous client-facing or sales experience
- Existing Life & Health license or SIE (a plus)
What We Do
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. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.
