Financial Advisor 13 Week Training Class - Starting May 18th!

Financial Advisor Training Class

Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks (Starting May 18th)

Format: Hybrid Training (In-Person + Online Components if located outside of Metairie but must live in LA or being willing to relocate to LA).

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 Advisor Training Program:

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

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

2. April 1st: Start Background Check – Takes 3 weeks

3. April 21st: Sign Offer to Contract with us

4. May 18th: Start Training

*** We put you up in the Marriott Hotel in Metairie for 4 nights ***

• Week 1 is 24 hours over 3 days

• Weeks 2-13 are 4-10 hours/week on varying days

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, Shreveport, Lafayette and Pensacola-FL.

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