Financial Advisor

Job overview

The Financial Advisor opportunity is based in Gulf Northwest Florida, with Pensacola, FL shown as the listing location. The posting describes a production-based business-owner opportunity and does not specify numeric compensation. Magnolia Wealth Strategies is an independent financial firm offering insurance, financial planning, estate planning, and wealth management services. The advisor develops client relationships and helps clients and business owners address financial needs through the firm’s range of products and services. The role involves building a practice with leadership support, training, tools, collaboration, and mentorship.

What you'll do

• Build client relationships
• learn and explain the firm’s products and services
• support financial planning and insurance needs
• develop a practice
• collaborate with colleagues and use available training, tools, mentorship, and leadership guidance.

What we're looking for

Skills & competencies

financial advisor

financial planning

wealth management

insurance

estate planning

client relationships

business owner opportunity

gulf northwest florida

pensacola fl

magnolia wealth strategies

training and mentorship

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

The posting describes a production-based business-owner opportunity and requires location in Gulf Northwest Florida. State insurance licensing is required or the candidate must be willing to obtain it; Series 6/7 is preferred but not required.

About the employer

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