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Financial Advisor Assistant Jobs in Baton Rouge, LA

Northwestern Mutual

Financial Advisor

Baton Rouge, LA

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Baton Rouge, LA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Baton Rouge, LA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Baton Rouge, LA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

FMOLHS

Patient Financial Advisor

Baton Rouge, LA · On-site

The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid ...

New York Life

Financial Advisor

Baton Rouge, LA · On-site

Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry ...

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Financial Advisor Assistant information

See Baton Rouge, LA salary details

$27.4K

$52.1K

$87.4K

How much do financial advisor assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for financial advisor assistant in Baton Rouge, LA is $52,088.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $60,500.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

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 Financial Advisor Assistant jobs in Baton Rouge, LA?

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

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

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

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

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

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Baton Rouge, LA as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $52,088 per year, or $25 per hour.

Patient Financial Advisor

Franciscan Missionaries of Our Lady Health System

Baton Rouge, LA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Franciscan Missionaries of Our Lady Health System rating

7.2

Company rating: 7.2 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

345th of 893 rated healthcare providers

Job description

The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient Financial Advisor will have knowledge of all aspects of the department process from the registration process through billing.  The Patient Financial Advisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient Financial Advisor reviews available funding sources for which the patient qualifies. The Patient Financial Advisor researches patients' account questions and explains payments that have been made on their accounts.  The Patient Financial Advisor is expected to work independently, manage his/her case load, and require minimal oversight. 

Company Description

As a leading health care innovator in Louisiana and Mississippi, Franciscan Missionaries of Our Lady Health System brings together outstanding clinicians, the most advanced technology and leading research. With our health system, your career opportunities are endless. From one of Louisiana’s largest tertiary medical centers to the most personal and familiar small community hospital, we offer a variety of paths and settings to help your career grow.

From clinical to non-clinical, we are a team on a mission to deliver compassionate care to everyone, especially those most in need, by promoting health, wellness and spiritual wholeness. We are committed to serving our community and patients with a dedication to continual improvement, innovation, first-class technology and our award-winning staff.

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About Franciscan Missionaries of Our Lady Health System

Sourced by ZipRecruiter

The Franciscan Missionaries of Our Lady Health System is the leading health care innovator in Louisiana. We bring together outstanding clinicians, the most advanced technology and leading research to ensure that our patients receive the highest quality and safest care possible.

Industry

Hospitals

Company size

5,001 - 10,000 Employees

Headquarters location

Baton Rouge, LA, US

Year founded

1911

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