Junior Financial Advisor Job at Magnolia Wealth Strategies, Metairie, LA

T084VU45N0RRbldzS2NlN3RnWU5Db0Z4dlE9PQ==
  • Magnolia Wealth Strategies
  • Metairie, LA

Job Description

About us:

Magnolia Wealth Strategies is a 4-State General agency, wealth management firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.

The Opportunity:

We are seeking an ambitious Junior with an entry-level to contribute to our dynamic team. The role will involve active participation in financial planning, market analysis, and client interaction. The ideal candidate is motivated, eager to learn, and able to thrive in a highly collaborative environment.

Job Responsibilities:

  • Assisting in the development of financial plans and strategies
  • Analyzing financial data and market trends
  • Providing administrative support to senior staff
  • Maintaining up-to-date knowledge of financial products and industry regulations
  • Building and maintaining strong client relationships

Desired Qualifications:

  • Bachelor’s degree in finance, economics or a related field
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Proficiency in financial software and Microsoft Office Suite
  • Understanding of financial markets and investment strategies

Nice-to-haves:

  • Previous internship experience in a financial setting
  • Knowledge of financial modeling
  • Experience with customer relationship management (CRM) software
  • Certification in Financial Planning or similar will be a plus
  • Passion for financial markets and personal finance

Note: All applications will be treated confidentially.

Job Tags

Full time, Internship,

Similar Jobs

Christus Health

Clinician (Lpn/Rn) Urology/Full-Time Job at Christus Health

 ...clinical leadership role utilizing concepts of critical thinking and creative problem solving to ensure positive outcomes in the delivery of...  ...: -Bloodborne pathogen: BPHYSICAL REQUIREMENTS: Requires full range of body motion including handling and lifting patients, manual... 

Ocean Honda Groton

Spanish-Speaking Business Development Representative Job at Ocean Honda Groton

Business Development Representative Are you looking for a professional environment that rewards those with strong work ethics?Do you enjoy working with customers to ensure great service and achieve a goal?We are looking for self-motivated individuals as a Business...

JVS Boston

Grants Manager Job at JVS Boston

 ...POSITION: Grants Manager FLSA: Exempt Status: Full-Time REPORTS TO: Associate Director, Advancement & Donor Engagement Location: Boston, MA This is a hybrid position, and the candidate must be able to commute to the JVS office in Boston. Position... 

Lensa

Junior Data Analyst Job at Lensa

 ...career. Our client, CGI Technologies and Solutions, Inc., is seeking professionals in Arlington, VA. Apply via Lensa today! Junior Data Analyst Category: Business Analysis (functional and technical) Main location: United States, Virginia, Arlington Position... 

AAR

Helper/Laborer Direct Job at AAR

**Title:** Helper/Laborer Direct**Location:** United States-Arkansas-Hot Springs**Job Number:** 17369Performs tasks that require mainly physical abilities and effort involving little or no specialized skill or prior work experience. Will assist a skilled worker such...