Skip to Main Content

Job Title


Financial Advisor 12 Week Training Class - Starting June 15th!


Company : Magnolia Wealth Strategies


Location : Lafayette, LA


Created : 2026-04-04


Job Type : Full Time


Job Description

Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks (Starting June 15th) Format: Hybrid Training (In-Person + Online Components if located outside of Baton Rouge but must live in LA or being willing to relocate to LA). Investment: Comprehensive Career Development Program WHAT MAKES THIS PROGRAM UNIQUE The Magnolia Wealth Strategies Training is more than training-it's a complete transformation experience. You'll work directly with industry-leading experts who have trained thousands of successful financial advisors. This intensive program combines proven methodologies, hands-on coaching, and real-world application to accelerate your journey to success. Here's the timeline for the Financial Advisor Training Program: 1. You will need: * Life & Health License (2 weeks of training) * We'll send you our code to get Kaplan Live Training online 2. May 11st: Start Background Check - Takes 3 weeks 3. May 18th: Sign Offer to Contract with us 4. June 15th: Start Training *** We put you up in the Marriott Hotel in Metairie for 4 nights *** Week 1 is 24 hours over 3 days Weeks 2-12 are 4-10 training hours/week start building your business by making connections Desired Qualifications * Bachelor's degree in finance, Economics, or a related field (preferred but not required). * A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!) * If you already have the Life & Health License or SIE it is a plus! * Creative problem-solving abilities with a proactive mindset. * Curiosity, coachability, and a problem-solving mindset. * Strong interpersonal and communication skills. * Proficiency in MS Office and financial management software. * Previous experience in a client-facing role. * A passion for building relationships and a commitment to client success. What We Offer * Licensing & Certification support (We will provide the training for the SIE, the Series 7 Topper & Series 66) * Mentorship, training programs, and a clear path for career success * Professional development resources * A growth-minded culture We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL. #LI-MWS1