Financial Advisor

Job overview

The Financial Advisor role is an onsite position based in Baton Rouge, LA. Compensation is not specified. Magnolia Wealth Strategies offers a broad range of financial, insurance, and planning services to clients and business owners. This production-based business-owner opportunity is intended for an advisor who can build client relationships and help address financial needs through the firm’s range of products and services.

What you'll do

• Build relationships with clients and business owners
• learn and communicate the firm’s products and services
• support clients’ financial needs through offerings that include insurance, financial planning, estate planning, and wealth management.

What we're looking for

Skills & competencies

financial advisor

baton rouge la

magnolia wealth strategies

financial planning

wealth management

insurance products

estate planning

client relationships

business owners

production-based opportunity

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching
• health, dental, vision, and life insurance
• professional development assistance
• bonuses and incentives.

Why this role

Production-based business-owner opportunity with leadership support, business guidance, collaboration, mentorship, training, and tools.

About the employer

Magnolia Wealth Strategies is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.