Financial Advisor Trainee

Financial Advisor Apprenticeship Training -> Financial Advisor

Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks (The first 3 days will be at the Marriott Hotel, Metairie; then 2 classes (2 days/week) for the next 12 weeks)

Location: (After first 3 days) Metairie, Baton Rouge, Lafayette or Shreveport

• Hybrid Training - In-Person + Online Components if located outside of Metairie (but must be located in the State of LA)
• Must live or have lived in LOUISIANA

WHAT MAKES THIS PROGRAM UNIQUE

The Magnolia Wealth Strategies Training is more than training—it's a complete transformation experience. You'll 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.

Here’s the timeline for the Financial Advisor Apprenticeship Program:

1. You will need 1 License to start training with us:

• Life Insurance License (2 weeks of online Training)
  • We'll send you our code that pays for Kaplan Training online

2. Start Background check

2. Pre-Training / Technology Set Up

3. Start Training

• Week 1 is 24 hours over 3 days @ Marriott, Metairie

• Weeks 2-13 are 4-10 hours/week on varying days in Metairie or from Branch office online

Desired Qualifications

• Bachelor’s Degree in Finance, Economics, or a related field (preferred, but not required).
• A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll 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.
• Previous experience in a client-facing or sales role is a plus.
• A passion for building relationships and a commitment to client success.

What We Offer

• Licensing & Certification support (We will pay for the training to get the Life & Health License, 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, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.

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