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© All Rights Reserved. ApplyBlast.com
Magnolia Wealth Strategies
This role is a production-based business owner opportunity with a full-scale, independent financial firm offering a holistic approach to meeting the financial needs of clients and business owners. The position involves providing a variety of services including insurance, financial planning, and wealth management. The firm provides leadership support, cutting-edge technology, and extensive training to help advisors grow their practice.
Magnolia Wealth Strategies, LLC is a holistic personal and business financial guidance firm and General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), offering a full range of financial solutions including wealth management, life insurance, retirement planning, employee benefits, and succession planning. They serve individuals, families, businesses, and organizations across Louisiana, Alabama, Mississippi, and the Florida Panhandle through a team of over 120 financial professionals at more than 40 locations. Their mission is to help clients secure their financial future and protect the ones they love.
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.
Magnolia Wealth Strategies didn’t post a salary, so this is our estimate from similar listings.
22% above the average for this role