Magnolia Wealth Strategies, a MassMutual firm, offers a production-based opportunity to build and grow an advisory practice with the support, resources, and product breadth of an established organization. This hybrid role is based in Shreveport, LA, serving individuals, families, and business owners across Louisiana, Mississippi, Alabama, and Gulf Northwest Florida.

In this role, you’ll take a holistic approach to help clients pursue protection, financial planning, and wealth management outcomes. You will develop trusted relationships, create and implement strategies, and provide ongoing guidance as client needs evolve. The role also supports entrepreneurial growth, including mentorship and technology designed to streamline client service.

What you’ll do

Build and grow your own financial services practice through new client relationships
Help individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships by understanding goals and needs
Identify and recommend strategies across protection, financial planning, wealth management, and other solutions available through the firm
Deepen existing relationships and create and implement appropriate financial strategies
Provide ongoing guidance as client needs change over time

What you’ll bring

Bachelor’s Degree or work-related experience
State insurance license for Life, Accident, and Health, or willingness to get licensed
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Capacity to collaborate with others and also work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf Northwest Florida

Compensation & benefits

Pay: $50,000 - $100,000 per year
Performance based pay including commissions, bonuses, and incentives
401(k) with 401(k) matching
Health and Wellness insurance (Health, Dental, Vision, Life+)
Additional Dental, Health, Life, and Vision insurance coverage
Professional development assistance
Flexible schedule
Business owner opportunity

How Magnolia Wealth Strategies supports your practice

As a MassMutual firm, Magnolia Wealth Strategies is a full-scale, independent financial firm with advisors and offices throughout four states. The firm takes a holistic approach and offers a variety of products and services, including property and casualty insurance, life insurance, disability income insurance, long-term care, annuities, group benefits, financial planning, estate planning, and wealth management.

About MassMutual

Recognized as a 2020 World’s Most Ethical Companies
100 on the Human Rights Campaign Corporate Equality Index 2020
Diversity Best Practices Inclusion Index Company 2019
Military Friendly Employee
TOP 7 BROKER-DEALER

Training, tools, and collaboration

You’ll receive leadership support, business advice and guidance, opportunities for collaboration and mentorship, training and tools, and access to cutting-edge technologies to help make day-to-day client work more seamless. Advisors are encouraged to grow their practice in a way that fits their goals.

Work location: Hybrid remote in Shreveport, LA 71105.

Financial Advisor