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Financial Advisor Assistant Jobs in River Ridge, LA

TIAA

Wealth Management Advisor - Metairie, LA

Metairie, LA · Hybrid

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... Serve as the primary financial contact, navigating complex situations and guiding clients through ...

TIAA

Wealth Management Advisor - Metairie, LA

Metairie, LA · On-site

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... Serve as the primary financial contact, navigating complex situations and guiding clients through ...

Morgan Stanley

Client Service Associate

New Orleans, LA

$14 - $19.25/hr

Identify and assist with Firm services and solutions that support clients' needs including banking ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Morgan Stanley

Client Service Associate

New Orleans, LA · On-site

$14 - $19.25/hr

Identify and assist with Firm services and solutions that support clients' needs including banking ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Morgan Stanley

Client Service Associate

New Orleans, LA · On-site

$13.25 - $18.50/hr

Identify and assist with Firm services and solutions that support clients' needs including banking ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

WealthBridge Financial Group

Financial Consultant

Kenner, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

WealthBridge Financial Group

Financial Consultant

Harvey, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

WealthBridge Financial Group

Financial Consultant

Marrero, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in River Ridge, LA

Financial Advisor Assistant information

See River Ridge, LA salary details

$24.7K

$47K

$78.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial advisor assistant in River Ridge, LA is $46,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $54,500.00 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 cities near River Ridge, LA are hiring for Financial Advisor Assistant jobs?

Cities near River Ridge, LA with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in River Ridge, LA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $46,968 per year, or $22.6 per hour.

Voya Financial Advisors Thibodaux, LA

Voya Financial Advisors

Thibodaux, LA • On-site

Full-time

Medical, Life, Retirement

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

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

85th of 150 rated financial services

Job description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
  • Securities registrations - Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success - including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients' financial information and plans
  • Turnkey marketing services
  • Competitive base salary plus commissions
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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