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© All Rights Reserved. ApplyBlast.com
Magnolia Wealth Strategies
Broussard Wealth Management is seeking a Client Service Associate to support client engagement, administrative functions, and compliance in a wealth management setting. The role involves preparing for client meetings, assisting with online account support, and maintaining organized client records.
Magnolia Wealth Strategies (MWSL) is a holistic personal and business financial guidance firm serving individuals, families, and businesses across Louisiana, Alabama, Mississippi, and the Florida Panhandle. As a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), they offer a full range of financial solutions including life insurance, investments, retirement planning, annuities, employee benefits, and succession planning. With over 120 financial professionals and more than 40 locations, MWSL helps clients secure their financial future and protect their loved ones.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Magnolia Wealth Strategies.
11% below the average for this role
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