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Job description
Job DescriptionJob Descriptionn
Financial Planner Training Class
nYour Gateway to Financial Planner Excellence
nDuration: 12 Weeks
nFormat: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana).
nInvestment: Comprehensive Career Development Program
nWHAT MAKES THIS PROGRAM UNIQUE
nThe 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.
nHere’s the timeline for the Financial Planner Training Program:
n1. You will need:
nnLife & Health License (2 weeks of training)nnWe'll send you our code to get Kaplan Live Training online
n n
n nDesired Qualifications
nnBachelor’s degree in finance, Economics, or a related field ( but not required ).
nA desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!)nnIf you already have the Life & Health License or SIE it is a plus!
n n
nCreative problem-solving abilities with a proactive mindset.
nCuriosity, coachability, and a problem-solving mindset.
nStrong interpersonal and communication skills.
nProficiency in MS Office and financial management software.
nPrevious experience in a client-facing role.
nA passion for building relationships and a commitment to client success.
n nWhat We Offer
nnLicensing & Certification support (We will provide the training for the SIE, the Series 7 Topper & Series 66)
nMentorship, training programs, and a clear path for career success
nProfessional development resources
nA growth-minded culture
n nWe have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.
nMUST live in Louisiana near one of the above offices.
nWe are not able to sponsor any Visa's.
n#LI-MWS1
Worksite address
shreveport, LA, 71150, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.