Magnolia Wealth Strategies has an opportunity for Active Service members to participate in the Skillbridge Program when leaving active service.
Opportunity designed to train military veterans to enter the Financial Services industry in the capacity of a Financial Planner. We position candidates in the program on Financial Planning teams to service their niche market and provide financial planning services and build their own practice.
Obtain training, credentials and licensing required for a balanced advisor. You'll be taught the processes to build full scale financial plans for individuals, families and business owners as well as how to build your own financial planning practice.
Our firm sponsors all costs for Skillbridge candidates to become licensed.
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 Planner Training Program:
1. You will need:
- Life & Health License (2 weeks of training)
- We'll send you our code to get Kaplan Live Training 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.
- Proficiency in MS Office and financial management software.
- Previous experience in a client-facing role.
- A passion for building relationships and a commitment to client success.
What We Offer
- Licensing & Certification support (We will provide the training for 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, Shreveport, Baton Rouge, LA and Pensacola-FL.
We are not able to sponsor any Visa's.
#LI-MWS
Skills Required
- Life & Health License (training provided)
- Desire to pursue SIE, Series 7 Topper & Series 66 (employer sponsors)
- Bachelor's degree in Finance, Economics, or related field
- Creative problem-solving and proactive mindset
- Curiosity and coachability
- Strong interpersonal and communication skills
- Proficiency in MS Office and financial management software
- Previous experience in a client-facing role
- Passion for building relationships and commitment to client success
- 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.
