Magnolia Wealth Strategies, a MassMutual firm
Financial Advisor - Baton Rouge
Magnolia Wealth Strategies, a MassMutual firm, Baton Rouge, Louisiana, us, 70873
Base pay range
This range is provided by Magnolia Wealth Strategies, a MassMutual firm. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
About Us Magnolia Wealth Strategies is a MassMutual firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future. It is a growth‑oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions.
The Opportunity Our firm is rapidly expanding; we are seeking both experienced and inexperienced financial professionals. Whether starting your journey at an entry level, you’ll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within your business. Or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Magnolia Wealth Strategies, you’ll have access to world‑class resources, a collaborative culture, and the independence to build your practice with the backing of one of the strongest financial institutions in the country. If you are eager to learn, passionate about helping others, and ready to grow – this role is built for you.
Responsibilities
Analyze client's financial status, develop and implement financial strategies.
Assist with financial forecasting and modeling to drive strategic decision‑making.
Build and maintain client relationships through proactive communication and effective problem‑solving.
Collaborate with your team to share best practices and improve processes.
Ensure compliance with financial regulations and maintain up‑to‑date knowledge of the financial industry.
Desired Skills And Experience
Bachelor’s degree in finance, Economics, or a related field.
A desire to pursue Life & Health Insurances licenses & FINRA Series 7 & 66 (we’ll support you!)
Market development/networking abilities.
Strong interpersonal skills and customer service focus.
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 financial role.
Knowledge of regulatory standards and compliance requirements.
A passion for building relationships and a commitment to client success.
What We Offer
Licensing & certification support.
Mentorship, training programs, and a clear path for career success.
Professional development resources.
A growth‑minded culture.
Seniority level
Entry level
Employment type
Full‑time
Location: Baton Rouge Metropolitan Area
#J-18808-Ljbffr
About Us Magnolia Wealth Strategies is a MassMutual firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future. It is a growth‑oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients with innovative, tailored financial solutions.
The Opportunity Our firm is rapidly expanding; we are seeking both experienced and inexperienced financial professionals. Whether starting your journey at an entry level, you’ll be given the opportunity to learn from our seasoned professionals while building strong client relationships and fostering growth within your business. Or exploring a new direction in your career, this is your opportunity to make a meaningful impact while building a strong foundation in financial services. At Magnolia Wealth Strategies, you’ll have access to world‑class resources, a collaborative culture, and the independence to build your practice with the backing of one of the strongest financial institutions in the country. If you are eager to learn, passionate about helping others, and ready to grow – this role is built for you.
Responsibilities
Analyze client's financial status, develop and implement financial strategies.
Assist with financial forecasting and modeling to drive strategic decision‑making.
Build and maintain client relationships through proactive communication and effective problem‑solving.
Collaborate with your team to share best practices and improve processes.
Ensure compliance with financial regulations and maintain up‑to‑date knowledge of the financial industry.
Desired Skills And Experience
Bachelor’s degree in finance, Economics, or a related field.
A desire to pursue Life & Health Insurances licenses & FINRA Series 7 & 66 (we’ll support you!)
Market development/networking abilities.
Strong interpersonal skills and customer service focus.
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 financial role.
Knowledge of regulatory standards and compliance requirements.
A passion for building relationships and a commitment to client success.
What We Offer
Licensing & certification support.
Mentorship, training programs, and a clear path for career success.
Professional development resources.
A growth‑minded culture.
Seniority level
Entry level
Employment type
Full‑time
Location: Baton Rouge Metropolitan Area
#J-18808-Ljbffr