Job Details

Job Description

About Magnolia

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.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 yet balanced financial solutions.

Role Description

Our firm is rapidly expanding; we have openings for financial professionals. When 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.

If you are 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

• Build and maintain client relationships through proactive communication, active listening and effective problem-solving.
• Collaborate with your team to share best practices and improve processes.
• Learn to analyze clients' financial needs, develop and implement balanced financial strategies.
• Ensure compliance with financial regulations and maintain up-to-date knowledge of the financial industry.

• Bachelor's degree in finance, Economics, or a related field
• Currently possess or can possess your Life & Health Insurance licenses immediately, followed by SIE
• Possess or desire to possess FINRA Series 7 & 66 (we support you!)
• A passion for building relationships
• Market development/networking abilities
• Previous customer service focus in any role you've held

• Licensing & certification support
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

• Please list anything that makes working for your company unique or special - i.e. Can people work from home, do you offer special benefits (company car, expense account, stock options, etc).