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Associate Financial Advisor Jobs in Baton Rouge, LA

Carson Group

Associate Wealth Advisor

Baton Rouge, LA · On-site

$60K - $75K/yr

We serve financial advisors and investors through three entities, each headquartered in Omaha ... Associate. In this scenario, the individual would be expected to obtain the necessary licensing ...

Morgan Stanley

Client Service Associate

Baton Rouge, LA · On-site

$14 - $19.25/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Morgan Stanley

Client Service Associate

Baton Rouge, LA

$14 - $19.25/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Morgan Stanley

Client Service Associate

Baton Rouge, LA · On-site

$11.50 - $15.75/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

H&R Block

Tax Associate

Walker, LA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Baton Rouge, LA · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Gonzales, LA · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Baton Rouge, LA · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Plaquemine, LA · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Donaldsonville, LA · On-site

$51K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Denham Springs, LA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Zachary, LA · On-site

$46K - $62K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Baton Rouge, LA

Associate Financial Advisor information

See Baton Rouge, LA salary details

$30.2K

$52.7K

$88.3K

How much do associate financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for associate financial advisor in Baton Rouge, LA is $52,688.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,400.00 and $64,700.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Baton Rouge, LA?

The most popular types of Financial Advisor jobs in Baton Rouge, LA are:

What are popular job titles related to Associate Financial Advisor jobs in Baton Rouge, LA?

For Associate Financial Advisor jobs in Baton Rouge, LA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Baton Rouge, LA look for?

The top searched job categories for Associate Financial Advisor jobs in Baton Rouge, LA are:

What cities near Baton Rouge, LA are hiring for Associate Financial Advisor jobs?

Cities near Baton Rouge, LA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Baton Rouge, LA as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $52,688 per year, or $25.3 per hour.

Financial Planning Associate

Baton Rouge, LA • On-site

Ameriprise Financial Services, LLC
Funds, Trusts and Financial Programs • 5 - 10K employees

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Ameriprise Financial Services, LLCexternal

Other

Medical, Life, Retirement, PTO

Posted yesterday

New

Job description

Financial Planning Associate


•       Full-time

•       In office


Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.


Position Functions:

60% Financial Planning & Advice / Product Solutions

·        Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings

·        Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

·        Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables

40% Client Care / Business Management

•       Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

•       Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

•       Manage and resolve client service problems

•       Perform other allowable duties as assigned by the financial advisors

Key Traits of a Successful Paraplanner

•       Direct attention to detail and organization

•       Effective communication with clients and other advisors/staff

•       Effective and efficient time management

•       Polite and clear phone manner

•       Ability to multi-task

•       Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

•       Ability to support and provide guidance for compliance within the advisor’s practice

•       Positive attitude and sincere willingness to constantly learn and grow


Education and Other Designations:

•       College degree or higher

•       2+ years of similar experience

•       Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses


  • Benefits include Medical insurance, Simple IRA plan with match, and Paid-time off
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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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Benefits

Hours and flexibility

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