$80,000–$250,000 Per Year
Career Development, Coaching, Communication Skills, Customer Relations, Economics, Finance, Finance Software, Financial Management, Financial Planning, Interpersonal Skills, Licensing, Microsoft Office, Online Training, Problem Solving Skills, Programming Methodologies, Series 66, Series 7, Training Program Development, Training/Teaching
Financial Planner Training Class
Your Gateway to Financial Planner Excellence
Duration: 12 Weeks
Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana).
Investment: Comprehensive Career Development Program
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 Planner Training Program:
1. You will need:
- Life & Health License (2 weeks of training)
- We'll send you our code to get Kaplan Live Training 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.
- 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, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.
MUST live in Louisiana near one of the above offices.
We are not able to sponsor any Visa's.
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Magnolia Wealth Strategies