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Magnolia Wealth Strategies

Financial Advisor Trainee

Entry-Level JobVerifiedNo experience needed
Pay: Not specified
Posted: 6 weeks ago
Location: Metairie, LA (Hybrid)
Last Updated: 2 weeks ago
Hours: Part-Time
Expires: 9/25/2026

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$101,525 / year median in Louisiana

-1% projected decline

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Job Description

Financial Advisor Apprenticeship Training -> Financial Advisor Your Gateway to
Financial Advisory Excellence Duration:
13 Weeks (The first 3 days will be at the Marriott Hotel, Metairie; then 2 classes (2 days/week) for the next 12 weeks)
Location:
(After first 3 days) Metairie, Baton Rouge, Lafayette or Shreveport Hybrid Training - In-Person + Online Components if located outside of Metairie (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: Life Insurance License (2 weeks of online Training) We'll send you our code that pays for Kaplan Training online 2. Start Background check 2. Pre-Training / Technology Set Up 3. Start Training Week 1 is 24 hours over 3 days @ Marriott, Metairie Weeks 2-13 are 4-10 hours/week on varying days in Metairie or from Branch office 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. 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