ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Louisiana (NOW HIRING)

Cetera Financial Group

Financial Advisor

Lafayette, LA · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Alteryx

$103K - $134K/yr

You will be responsible for optimizing revenue forecasting, managing headcount planning, and ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

First Community Trust, N.A.

We are seeking a talented Associate Institutional Advisor . In this role, you will support our ... financial planning and/or wealth management - previous experience in sales and support of ...

New

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Louisiana

Associate Financial Planner information

See Louisiana salary details

$38.9K

$71.7K

$96.2K

How much do associate financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial planner in Louisiana is $71,749.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $85,500.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Louisiana?

The most popular types of Financial Planner jobs in Louisiana are:

What are popular job titles related to Associate Financial Planner jobs in Louisiana?

For Associate Financial Planner jobs in Louisiana, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Louisiana look for?

The top searched job categories for Associate Financial Planner jobs in Louisiana are:

What cities in Louisiana are hiring for Associate Financial Planner jobs?

Cities in Louisiana with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in LA?

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Louisiana as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,749 per year, or $34.5 per hour.

Financial Planning Associate

Ameriprise Financial Services, LLC

Baton Rouge, LA • On-site

Other

Medical, Life, Retirement, PTO

Posted 2 days ago

New

Ameriprise rating

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

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

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

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

FacebookTwitter

View All Ameriprise Jobs

Apply