What are the responsibilities and job description for the Financial Advisor position at Magnolia Wealth Strategies, a MassMutual firm?
Magnolia Wealth Strategies is a holistic financial guidance firm that offers a full range of financial solutions for individuals, families, and businesses. The firm aims to help people secure their future, protect their loved ones, and make a positive impact in the communities where they operate. With a diverse team of over 120 financial professionals, Magnolia Wealth Strategies has the experience and knowledge to provide customized solutions to help clients prepare for their future.
Role Description
This is a full-time financial advisor role at Magnolia Wealth Strategies with offices located in Lafayette, New Orleans / Metairie, with some work from home flexibility. The role will involve day-to-day financial planning, analytical tasks, finance-related activities, financial reporting, and effective communication with clients and team members.
Qualifications
- Financial Planning and Finance skills
- Analytical Skills
- Strong Communication abilities
- Experience in Financial Reporting
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Professional certification (e.g., CFP, CFA) is a plus
