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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 Aug 10, 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 is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 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

Financial Advisor

Regions Financial Corporation

Baton Rouge, LA • On-site

$43K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.
Primary Responsibilities
  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
  • Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
  • Builds and maintains a strong client network and pipeline
  • Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
  • Conducts and/or participates in investment performance and relationship reviews
  • Keeps junior level staff informed about investment products and opportunities
  • Adheres to compliance requirements and follows corporate and industry protocols

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • High School Diploma or GED
  • Six (6) months of related experience
  • Series 7
  • Series 63 & 65 or Series 66
  • Life Insurance License must be obtained within 60 days from employment start date

Preferences
  • Bachelor's degree
  • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
  • Two (2) years of Financial Advisory experience

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Siegen Lane
Location:
Baton Rouge, Louisiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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