Financial Advisor

3 days ago Be among the first 25 applicants

Magnolia Wealth Strategies, a Mass Mutual firm, is a holistic financial guidance firm offering a full range of financial solutions for individuals, families, and businesses. The firm's main purpose is to help people secure their future and protect their loved ones. Their diverse team of over 120 financial professionals has the experience and knowledge to understand unique situations and provide tailored solutions to help prepare for the future.

Company Description

Magnolia Wealth Strategies, a Mass Mutual firm, is a holistic financial guidance firm offering a full range of financial solutions for individuals, families, and businesses. The firm's main purpose is to help people secure their future and protect their loved ones. Their diverse team of over 120 financial professionals has the experience and knowledge to understand unique situations and provide tailored solutions to help prepare for the future.

This is a full-time hybrid role for a Financial Advisor located in the Pensacola Metropolitan Area. The Financial Advisor will be responsible for providing holistic financial planning, retirement planning, investment advice, and financial advisory services. Some work from home is acceptable in this role.

• Financial Planning and Retirement Planning skills
• Finance and Investments expertise
• Financial Advisory knowledge
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and in a team
• Industry certifications such as CFP, CFA, or Series 7 are a plus
• Bachelor's degree in Finance, Economics, Business, or related field

• Entry level

• Full-time

• Finance and Sales