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.
Financial Advisor Magnolia Wealth Strategies Shreveport, LA Job Details Full-time $50,000 - $100,000 a year 23 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance 401(k) matching Professional development assistance Flexible schedule Life insurance Qualifications Financial analysis Life insurance knowledge Bachelor's degree Experience practicing in the securities industry Full Job Description About Magnolia Wealth Strategies 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 Benefits, Financial Planning, Estate Planning, Wealth Management and much more.
MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORIDA.
• This is a production-based, business owner opportunity Financial Advisor Description As a Financial Advisor with Magnolia Wealth Strategies, you will build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures. You will develop trusted client relationships, understand each client's goals and needs, and take a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm. This is an entrepreneurial, production-based opportunity for someone who wants to take ownership of building a business while having the support, resources, products, technology, training, and collaboration of an established firm. Financial Advisors are responsible for developing new client relationships, deepening existing relationships, creating and implementing appropriate financial strategies, and providing ongoing guidance as clients' needs evolve. 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 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 A leader, coach, and mentor Successful sales experience Ability to listen and obtain knowledge of products and service Believer in the products you are selling 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. Ability to problem solve to reach resolution The ability to collaborate with others and Independently Strong written and verbal communications skills Series 6/7, preferred, not required
MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORIDA.
• Pay and Benefits Performance Based Pay including commissions, bonuses and incentives 401(k)/ 401(k) matching Full scale, Health and Wellness insurance (Health, Dental, vision, Life+) Professional development assistance Business owner opportunity
Pay:
$50,000.00 - $100,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Vision insurance
