Magnolia Wealth Strategies, a MassMutual firm · 1 month ago
Experienced Financial Advisor - Metairie, Louisiana
Hybrid in Metairie, LA
Full-time, Contract
Hybrid
Mid Level
$250K/yr - $250K/yrMagnolia Wealth Strategies, a MassMutual firm, is a full-scale independent financial firm with a holistic approach to meeting the financial needs of clients. They are seeking an experienced Financial Advisor to provide a variety of financial services, including wealth management and financial planning, while building strong relationships with clients.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
Qualification
Required
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
Preferred
Series 6/7, preferred, not required
Benefits
401(k)/ 401(k) matching
Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
Professional development assistance
Bonus and Incentives
Business owner Opportunity
Company
Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase