Financial Advisor

Job overview

The Financial Advisor role is onsite in the Shreveport, LA area; the posting says candidates must be located in the Shreveport area. Compensation is not specified. Magnolia Wealth Strategies is an independent financial firm offering insurance, financial planning, estate planning, and wealth management services. This production-based, business-owner opportunity focuses on building client relationships and helping individuals and business owners address financial needs. The advisor develops a practice with support, training, mentorship, and access to a range of financial and insurance products.

What you'll do

• Build client relationships using a people-first approach
• learn the firm's products and services
• work independently and collaboratively
• use financial, analytical, and critical-thinking skills to help resolve client needs
• develop a practice with leadership support, training, and mentorship.

What we're looking for

Skills & competencies

financial advisor

shreveport la

magnolia wealth strategies

financial planning

wealth management

insurance products

client relationships

business-owner opportunity

life and health license

training and mentorship

401(k) match

health and wellness insurance

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Requires a bachelor's degree or related work experience. State Life, Accident, and Health insurance licensing is required or must be obtained; Series 6 or 7 is preferred but not required. The posting describes a production-based business-owner opportunity.

About the employer

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