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Financial Advisor Assistant Jobs in River Ridge, LA

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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 Sep 7, 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.

Part-time Project Advisor - Upward Bound

Loyola University - New Orleans

New Orleans, LA • On-site

Part-time

Posted 15 days ago

Job description

Description The Project Advisor will assist the Project Director in the overall operations of the Loyola University New Orleans Upward Bound Program. Additionally, the Part-time Project Advisor will provide workshops to program participants and assist project participants with academic problems and college admissions. Examples of Duties Assist other Project Advisors in compiling and monitoring student advisement/counseling documentation.

Act as liaison and program contact person with target school personnel. Conduct college information sessions and college placement efforts. Document participant progress and retention Conduct Financial Literacy and Career Workshops Plan Academic Year and Summer Component Activities Execute Academic Year and Summer Component Activities Manage participants during the on-campus Summer Component Perform any other duties as assigned by the Project Director.

Typical Qualifications Minimum Bachelor's degree Minimum four years of experience providing services for "disadvantaged" high school students. Working knowledge of Microsoft Word, Excel, and Access. Must be able to show evidence of managerial skills Skill and ability to establish and maintain effective working relationships with students, staff, parents, and secondary school personnel.

Ability to manage, secure, and maintain confidential information/documents. Additional Desirable Qualifications Master's Degree in Education, Counseling, or related fields preferred. PHYSICAL REQUIREMENTS: Physical ability to complete the above duties with or without physical accommodations.

In accordance with the Campus Security Act as amended, Loyola University publishes annually and distributes to members of the academic community, and upon request to prospective (students/employees), an annual security report. That report includes current policies and procedures of the University Police Department for the reporting of campus crimes, notifying the campus community of occurrence of campus crimes, policies regarding access to campus buildings, the enforcement authority of the University Police Officers and their relationship to local police. University policies on the possession, use and sale of alcohol and illegal drugs are outlined.

The Campus sexual Assault Program and policy is described. Campus crime statistics as defined under this law for the last three calendar years are included. A copy of this report may be secured from the (Office of Admissions), (Office of Human Resources), or from the University Police Department.

Loyola University New Orleans does not unlawfully discriminate on the basis of race, color, gender, sexual orientation, age, religion, disability, veteran's status or national origin in its educational programs or activities, including employment and admissions. At the same time, Loyola cherishes its right to seek and retain personnel who will make a positive contribution to its religious character, goals, and mission in order to enhance the Jesuit, Catholic tradition.

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