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Financial Advisor Jobs in Baton Rouge, LA (NOW HIRING)

Carson Group

Associate Wealth Advisor

Baton Rouge, LA · On-site

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership ...

WealthBridge Financial Group

Managing Director

Central, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...

WealthBridge Financial Group

Managing Director

Zachary, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...

WealthBridge Financial Group

Managing Director

Baton Rouge, LA · On-site

$90 - $120/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This role is ideal for an experienced advisor who has successfully built a personal ...

WealthBridge Financial Group

Managing Director

Central, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...

WealthBridge Financial Group

Managing Director

Zachary, LA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Jobs in Baton Rouge, LA

Financial Advisor information

See Baton Rouge, LA salary details

$34.6K

$98.1K

$138.3K

How much do financial advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial advisor in Baton Rouge, LA is $98,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $125,800.00 per year, depending on experience, location, and employer.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs

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 jobs in Baton Rouge, LA?

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

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

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

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

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Baton Rouge, LA as of August 2026, with employment types broken down into 89% Full Time, 5% Part Time, and 6% Contract. Highlights an 89% In-person, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,073 per year, or $47.2 per hour.

Financial Advisor, Wealth Solutions

b1BANK

Port Allen, LA • On-site

Full-time

Re-posted 29 days ago

b1BANK rating

5.6

Company rating: 5.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

163rd of 171 rated banks

Job description

Summary

The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service.

Specific Job Functions

  • Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts.
  • Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation.
  • Conducts thorough financial planning and analysis to grasp clients’ needs, objectives, and risk tolerance.
  • Crafts personalized financial plans and investment strategies that meet clients’ goals and financial situations.
  • Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in clients’ circumstances or financial landscape.
  • Ensures client satisfaction by coordinating with cross-company service teams for timely delivery, issue resolution, and effectively communicating the clients’ concerns and needs.
  • Cross-sells products/services and leads the development of new solutions to meet clients’ needs, coordinates presentations, involves experts as needed, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
  • Displays sound technical and industry knowledge in managing and delivering products and services for clients form the initial appointment, including transactions, analyzing needs, recommending improvements, and assessing the impact of new or additional services.
  • Forges relationships with b1Bank team, community contacts, and professional advisors to identify leads and new business opportunities.
  • Complies with all regulatory and compliance requirements.

Minimum Job Requirements

  • Bachelor degree in Finance, Economics, Business Administration, or related field required.
  • Master’s degree or professional certifications (e.g., CFP®, CFA) preferred.
  • 4-7 years of sales experience in the financial service industry is required.
  • Must demonstrate ability to develop and maintain client relationships.
  • Proficient in financial markets, investment products, and personal finance principles.
  • Demonstrates strong financial and analytical skills.
  • Possess strong organizational and interpersonal skills.
  • Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients.
  • Detail-oriented with strong ethical standards and professionalism.
  • Proficient in computer skills, financial planning software, and Microsoft Suite.
  • Must have active FINRA Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these licenses within 75 days of hire.

Equal Opportunity Employer/Veterans/Disabled

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