Financial Advisor Training Class

Financial Advisor Training Class

Your Gateway to Financial Advisory Excellence

Duration: 13 Weeks (March 17 - June 9, 2026)

Format:
Hybrid Training (In-Person + Online Components if located outside of Metairie)

Investment:
Comprehensive Career Development Program

The 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.

• Bachelor’s Degree in Finance, Economics, or a related field (preferred, but not required).
• A desire to pursue your Life & Health Insurance license & FINRA Series 7 & 66 (we'll sponsor you!)
• 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.

• Licensing & Certification support
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

Our next training class starts on March 17. We have offices in Metairie, Shreveport, Lafayette, LA and Pensacola, FL.