Team Lead

f your idea of a dream career combines business ownership with the opportunity to grow a team and create a impact, you may have just landed on a winning combination. Magnolia Wealth Strategies is seeking a seasoned Financial Advisor, looking to not only scale and grow their own practice, but also grow and mentor a team.

Build a firm within a firm with holistic protection and wealth management solutions.

Select from contract options that best fit your practice.

Deliver the best possible client experience supported by your very own team.

The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. This is why the advisor team business model has been adopted by more and more financial advisors. At our firm, we have an industry leading Advisor Teaming program that supports the formation and development of advisor teams.

Whether you’re interested in building a team around you and your business or interested in joining a high caliber team, we are here to help you.

We’re seeking experienced Financial Advisors, who recognize the strength of our products and our brand, welcome our flexible approach, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. We are looking for a seasoned advisor to help grow and support in the Pensacola area.

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

• A robust teaming platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance advisor teams
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Local Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
• State-of-the-art technology platforms and tools for leads and practice management
• A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for insurance solutions, Open Architecture to grow your practice and coach your team.

How will you grow your business? You will…

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work
• Be able to manage, train and develop new advisors.
• Be open to collaborating and teaming

Who do you need to be to succeed?

• A strong relationship builder with a focus on putting people first
• A connector of people
• A dedicated Leader: self-motivated and goal oriented
• Mind-set for training and teaching

We will help you by providing…

• Support, business advice and guidance
• Open Architecture
• Tool's and resources
• Cutting edge technologies that make doing business much easier
• A environment that sees collaboration as key to success
• Full Scale Benefit's
• Transition Dollars
• Training
• Commissions
• Bonuses

Who do you need to be?

• A strong relationship-builder who takes a people-first approach
• A dedicated individual: self-motivated and goal-oriented
• A leader, coach, and mentor
• Successful sales experience

Additional Qualifications

• Bachelor’s Degree, or equal work experience
• State insurance licensed – Life, Accident, and Health
• Excellent analytical, problem solving and critical-thinking skills
• Ability to problem solve to reach resolution
• Team player with the ability to collaborate with others
• Strong written and verbal communications skills

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance