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Associate Financial Advisor Jobs in Monroe, LA (NOW HIRING)

First Horizon Bank

Senior Financial Advisor

Monroe, LA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

As a Financial Advisor, you will be responsible for developing client relationships and ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon

Senior Financial Advisor

Monroe, LA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

As a Financial Advisor, you will be responsible for developing client relationships and ... clients, communities and associates unlock their full potential with capital and counsel.

H&R Block

Tax Associate

Monroe, LA · On-site

$56K - $75K/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

Monroe, LA · On-site

$56K - $75K/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

Rayville, LA · On-site

$55K - $74K/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

Farmerville, LA · On-site

$54K - $73K/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

West Monroe, LA · On-site

$56K - $75K/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

Bastrop, LA · On-site

$46K - $61K/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 ...

First Horizon

Wealth Management Client Specialist

Monroe, LA · On-site

$16.25 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... financial advisor requests and resolve service-related issues and inquiries • Process tasks and ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon

Wealth Management Client Specialist

Monroe, LA · On-site

$16.25 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... financial advisor requests and resolve service-related issues and inquiries • Process tasks and ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon Bank

Wealth Management Client Specialist

Monroe, LA · On-site

$16.25 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... financial advisor requests and resolve service-related issues and inquiries • Process tasks and ... clients, communities and associates unlock their full potential with capital and counsel.

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Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Monroe, LA

Associate Financial Advisor information

See Monroe, LA salary details

$37K

$64.6K

$108.2K

How much do associate financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for associate financial advisor in Monroe, LA is $64,601.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $79,400.00 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 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 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 most commonly searched types of Financial Advisor jobs in Monroe, LA?

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Monroe, LA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,601 per year, or $31.1 per hour.

Senior Financial Advisor

First Horizon Bank

Monroe, LA • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Location: On site at location listed in job posting.
 

Summary:
We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors.
As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.

Additional Responsibilities:
• Drive growth in your market and achieve revenue and profitability goals.
• Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders.
• Develop client relationships through internal banker referral partners and external COIs.
• Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
• Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
• Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.
 

Qualifications:
• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required from accredited college or university.
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
• Excellent consultative sales skills, with demonstrated business development track record.
• Strong written and oral communication skills.
 

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
 

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