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.
#LI-MWS1
Skills Required
- Must live or have lived in Louisiana
- Be located in the State of Louisiana (hybrid training; in-person components required)
- Obtain a Life & Health (Life Insurance) license prior to or at program start (training provided)
- Willingness to undergo background check
- Desire and commitment to pursue SIE, Series 7 Topper, and Series 66 (employer sponsors exams/training)
- Strong interpersonal and communication skills
- Curiosity, coachability, creative problem-solving, and a proactive mindset
- Bachelor's degree in Finance, Economics, or related field
- Previous client-facing or sales experience
- Already holding Life & Health license or SIE
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.
