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.
