Practice Leader

Help us execute our vision.

Drive our team to destinations beyond our imagination.

As a financial services firm, we strive to help people feel more secure and more prepared for their financial future. Our work is critical to the wellbeing of individuals, families, businesses and institutions. We take our mission seriously, recognizing that our work has deep impact and meaning.

Our team seeks to fill the role of Practice Leader. This individual serves as the central point of cohesion and forward action for the firm. By driving our practice priorities, leading people and processes, and by effectively communicating with clients and team members, the practice manager helps the firm execute its vision of success.

If you thrive on the challenge of running a business – and all that it entails, we have an incredible opportunity for you. So step in, buckle up, and help drive our team forward to destinations we imagine and beyond!

How will you help grow our firm?

You will…

- Execute our vision by setting expectations and monitoring progress of clients, advisors and team members to support revenue growth

- Drive practice priorities by appropriately assigning activity to appropriate team members, and course correcting as needed

- Stay up to date on products and regulatory requirements

- Effectively and consistently communicate with practice leaders, advisors and other team members, as well as with clients and prospects

- Serve as a trusted and expressive peer to support a strongly collaborative environment

Who do you need to be?

- You will be systems focused, pragmatic, and able to create order in a way that is both structured and flexible.

- Organized and proactive are words people use to describe you.

- We’re looking for a harmonious bridge builder – a person who sees possibility and then brings everyone along. This demands leadership, diplomacy, and patience.

- Attention to detail and a commitment to measuring results are key.

- This position requires a high comfort level with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first.

Experience needed

- Relevant experience in leading people and teams, in workflow development and implementation

- Experience establishing and maintaining systems for measuring activity

- FINRA Series 7, 63, (and 65 if part of a Registered Investment Advisor) helpful

- Demonstrated organizational and time management skills under pressure

Who we are:

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.

We offer medical, dental, life, disability and 401k.