Branch Leader - Advisor - Pensacaola

The Opportunity:

Are you up for a challenge? Is your inner Leader looking to grow a team? Our firm is rapidly expanding, and we are looking for an experienced Branch Leader for the team in Pensacola.

Are you an experience Financial Advisor who wants to help the next generation of Financial Advisors build their legacy?

We have the perfect opportunity for you.

Compensation: Base with bonus opportunities

Desired Skills and Experience

Qualifications:

• Experienced Financial Advisor
• Strong interpersonal skills and customer service focus
• Market development/networking abilities
• BA, BS, and/or graduate degree or equivalent work experience
• Life/Health (215) licensed
• Prefer Series 7/6, Series 63/66 licensed

Responsibilities:

• Establish strong relationships with Advisors and continuously develop their skills
• Aid Advisors in learning more about products including savings plans, life insurance, mutual funds, and other financial products
• Develop and provide financial advice and strategies that are suitable for Financial Advisors
• Work with the Advisors and Marketing to generate new business
• Assist advisors in prospecting clients through networking and referrals
• Expanding Advisors knowledge and skills through ongoing professional development and joint work

About us:

Magnolia Wealth Strategies is a wealth management firm. With a family-friendly culture and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.

Financial Advisors are all located in Pensacola office. Some overnight travel to New Orleans a few times a year.

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