Shreveport Financial Planner

Financial Planner Training ClassYour Gateway to Financial Planner ExcellenceDuration: 12 WeeksFormat: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana).Investment: Comprehensive Career Development ProgramWhat Makes This Program UniqueThe 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 Planner Training Program: You will need:Life & Health License (2 weeks of training)We'll send you our code to get Kaplan Live Training onlineDesired QualificationsBachelor’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 OfferLicensing & 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 successProfessional development resourcesA growth-minded cultureWe have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.MUST live in Louisiana near one of the above offices.We are not able to sponsor any Visa's.