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

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Financial Associate information

See Baton Rouge, LA salary details

$29.3K

$67.6K

$132.5K

How much do financial associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial associate in Baton Rouge, LA is $67,572.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $73,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Baton Rouge, LA?

The most popular types of Financial jobs in Baton Rouge, LA are:

What are popular job titles related to Financial Associate jobs in Baton Rouge, LA?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate 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 $67,572 per year, or $32.5 per hour.

Financial Planning Associate

Baton Rouge, LA • On-site

Ameriprise Financial Services, LLC
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financial Services, LLCexternal

Other

Medical, Life, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Assist in daily business operations and support financial advisors in the financial planning workflow

  • Prepare preliminary financial planning recommendations, visual aids, and product solutions for client meetings

  • Maintain client contact, review and update client information, and manage client service issues

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

104th of 154 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

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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

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