Financial Advisor Apprenticeship Class
Your Gateway to Financial Advisory Excellence
Duration: 13 Weeks
Location: Baton Rouge, LA
- Hybrid Training - In-Person + Online Components if located outside of Baton Rouge (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:
- June: Life Insurance License (2 weeks of online Training)
- We'll send you our code paying for Kaplan Training online
2. July 1st-15th: Start Background check /
3. Aug 1st: Pre-Training / Technology Set Up
3. Aug 17th: Start Training
Week 1 is 24 hours over 3 days @ Marriott, Metairie
Weeks 2-13 are 4-10 hours/week on varying days
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.
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Skills Required
- Bachelor's Degree in Finance, Economics, or related field
- Desire to pursue the SIE, Series 7 Topper & Series 66
- Life Insurance License
- Strong interpersonal and communication skills
- Curiosity, coachability, and problem-solving mindset
