Skillbrige Career Advisor Training

Magnolia Wealth Strategies has an opportunity for Active Service members to participate in the Skillbridge Program when leaving active service.

Opportunity designed to train military veterans to enter the Financial Services industry in the capacity of a Financial Planner. We position candidates in the program on Financial Planning teams to service their niche market and provide financial planning services and build their own practice.

Obtain training credentials and licensing required for a balanced advisor. Youll be taught the processes to build full scale financial plans for individuals families and business owners as well as how to build your own financial planning practice.

Our firm sponsors all costs for Skillbridge candidates to become licensed.

WHAT MAKES THIS PROGRAM UNIQUE

The Magnolia Wealth Strategies Training is more than trainingits a complete transformation experience. Youll 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.

Heres the timeline for the Financial Planner Training Program:

1. You will need:

• Life & Health License (2 weeks of training)
  • Well send you our code to get Kaplan Live Training online

Desired Qualifications

• Bachelors degree in finance Economics or a related field (preferred but not required).
• A desire to pursue the SIE Series 7 Topper & Series 66 (well 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 Shreveport Baton Rouge LA and Pensacola-FL.

We are not able to sponsor any Visas.

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