Financial Advisor - Magnolia Wealth Strategies, a MassMutual firm : Job Details

Magnolia Wealth Strategies is a holistic financial guidance firm that offers a full range of financial solutions for individuals, families, and businesses. The firm aims to help people secure their future, protect their loved ones, and make a positive impact in the communities where they operate. With a diverse team of over 100 financial professionals, Magnolia Wealth Strategies has the experience and knowledge to provide customized solutions to help clients prepare for their future. This is a hybrid role, candidate must be located in Louisiana, Mississippi, Alabama and Florida, or be willing to relocate. This is an opportunity to own your business, grow your own practice and scale how you want to scale.

Role Description

This is a full-time financial advisor role at Magnolia Wealth Strategies located in, Baton Rouge, Lafayette, New Orleans/Metairie, Mobile, AL and Pensacola, FL, with some work from home flexibility. The role will involve day-to-day financial planning, analytical tasks, finance-related activities, financial reporting, and effective communication with clients and team members. This is a commission based role, with Benefit's.

Qualifications

• Financial Planning and Finance skills
• Analytical Skills
• Strong Communication abilities
• Experience in Financial Reporting
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Professional certification (e.g., CFP, CFA) is a plus