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Financial Advisor; Junior or Senior

Job in Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listing for: Magnolia Wealth Strategies
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
  • Insurance
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor (Junior or Senior)

Independent Financial Advisor (Own your book of business)

Magnolia Wealth Strategies - A Mass Mutual firm, is a full‑scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more.

  • Mass Mutual
    - Recognized as a 2020 World’s Most Ethical Companies
  • Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
  • Diversity Best Practices Inclusion Index Company 2019
  • Military Friendly Employee
  • TOP 7 INDEPENDENT BROKER-DEALER
Qualities
  • Strong communication and relationship building skills with a focus on putting people first
  • Willingness to learn
  • Problem solver
  • A strong relationship‑builder who takes a people‑first approach
  • A dedicated individual: independent, self‑motivated and goal‑oriented
  • Ability to listen and obtain knowledge of products and services
We will help you by providing…
  • DAY ONE, we provide you with the Training materials and sponsor you to get the SIE, Series 7 Topper & Series 66
  • DAY ONE, you’re placed in a Financial Planning Group where you’ll learn to build, develop and execute financial plans
  • Full time expert Coaches that train you to develop rapport & professional confidence, communication techniques, to identify and research markets and product training
  • Payouts
    :
    Fixed products range from 40-65% and Registered products payouts range from 40%-82%
  • Leads provided daily
  • Full support with Compliance, Marketing and Technology
Qualifications
  • 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.
  • Sales experience is a plus
  • Ability to problem solve to reach resolution
  • SIE, Series 6/7, preferred, not required
Pay and Benefits
  • You can be eligible for Health Ins, Dental Ins, Vision Ins, Life Ins, 401k matching...)
  • Professional development assistance
  • Bonus and Incentives
  • Business owner Opportunity. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents
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Position Requirements
10+ Years work experience
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