Junior Financial Advisor

About us:

Magnolia Wealth Strategies is a 4-State General agency, wealth management 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.

The Opportunity:

We are seeking an ambitious Junior with an entry-level to contribute to our dynamic team. The role will involve active participation in financial planning, market analysis, and client interaction. The ideal candidate is motivated, eager to learn, and able to thrive in a highly collaborative environment.

Job Responsibilities:

• Assisting in the development of financial plans and strategies
• Analyzing financial data and market trends
• Providing administrative support to senior staff
• Maintaining up-to-date knowledge of financial products and industry regulations
• Building and maintaining strong client relationships

Desired Qualifications:

• Bachelor’s degree in finance, economics or a related field
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Proficiency in financial software and Microsoft Office Suite
• Understanding of financial markets and investment strategies

Nice-to-haves:

• Previous internship experience in a financial setting
• Knowledge of financial modeling
• Experience with customer relationship management (CRM) software
• Certification in Financial Planning or similar will be a plus
• Passion for financial markets and personal finance

Note: All applications will be treated confidentially.