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Financial Advisor
Financial AdvisorMagnolia Wealth Strategies • Lafayette, LA, US
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Financial Advisor

Financial Advisor

Magnolia Wealth Strategies • Lafayette, LA, US
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Financial Advisor

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more.

  • Mass Mutual- Recognized as a 2020 World's Most Ethical Companies
  • Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
  • Diversity Best Practices Inclusion Index Company 2019
  • Military Friendly Employee
  • TOP 7 INDEPENDENT BROKER-DEALER

Qualities

  • Willingness to learn
  • Strong communication and relationship building skills with a focus on putting people first
  • Problem solver.
  • A strong relationship-builder who takes a people-first approach
  • A dedicated individual : independent, self-motivated and goal-oriented
  • Ability to listen and obtain knowledge of products and services

    • We will help you by providing...

  • Leadership support, business advice and guidance
  • Opportunities for collaboration and mentorship
  • Cutting edge technologies, making it seamless when doing business
  • A supportive environment that sees collaboration as key to success
  • Training and tools
  • Vast variety of products and services
  • Allowing you the ability to grow your practice your way.

    • Qualifications

  • Bachelor's Degree or work-related experience.
  • State insurance licensed - Life, Accident, and Health, or willingness to get licensed.
  • Excellent financial, analytical, and critical-thinking skills.
  • Sales experience is a plus
  • Ability to problem solve to reach resolution
  • Series 6 / 7, preferred, not required

    • Pay and Benefits

  • PAID ON W2 & 1099 so you can be eligible for full benefits!
  • 401(k) matching
  • Full scale, Health and Wellness insurance (Health, Dental, Vision, Life...)
  • Professional development assistance
  • Bonus and Incentives
  • Business owner Opportunity
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents
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