Financial Advisor

Magnolia Wealth Strategies is seeking a Financial Advisor to establish and expand a production-based financial services practice serving individuals, families, and business owners. The role emphasizes holistic planning, protection solutions, and ongoing guidance as client needs evolve.

Role Summary

In this position, you will build and grow a client-centered practice using strategies spanning protection, financial planning, and wealth management. This opportunity is designed for advisors who can develop relationships and deliver informed recommendations. Candidates must be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida.

Key Responsibilities

• Build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures
• Develop trusted client relationships through consistent engagement and relationship building
• Understand each client’s goals and needs to support appropriate planning outcomes
• Apply a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm
• Develop new client relationships
• Deepen and maintain existing relationships over time
• Create and implement appropriate financial strategies
• Provide ongoing guidance as client needs evolve

Required Qualifications

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

Compensation and Pay

Pay: $50,000.00 - $100,000.00 per year

Benefits

• Performance based pay including commissions, bonuses, and incentives
• 401(k) and 401(k) matching
• Full scale Health and Wellness insurance (Health, Dental, Vision, Life+)
• Professional development assistance
• Business owner opportunity
• Flexible schedule
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Qualities and Work Style

• Willingness to learn
• Strong communication and relationship-building skills with a focus on putting people first
• Problem solver
• Dedicated individual with independence, self-motivation, and goal orientation
• Leader, coach, and mentor
• Successful sales experience
• Ability to listen and obtain knowledge of products and services
• Belief in the products being sold

What the Firm Provides

• Leadership support, business advice, and guidance
• Opportunities for collaboration and mentorship
• Cutting-edge technologies to support seamless business operations
• A supportive environment that emphasizes collaboration
• Training and tools
• A vast variety of products and services
• Flexibility to grow your practice your way