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

CFP Tutor

Baton Rouge, LA · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Sr. Supply Chain Planner

Baton Rouge, LA

$28.25 - $38.50/hr

The Sr. Supply Chain Planner works closely with Supply Chain, Sales, Marketing, Finance, Operations, Transportation, Warehousing, Procurement, and third-party partners to align planning assumptions ...

... finance, and government â–¶ Debate ideas and alternatives in a truly meritocratic setting where the learning curve is steep and the lessons come from both senior and junior members of the team â–¶ ...

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Financial Planner information

See Baton Rouge, LA salary details

$39.6K

$75.9K

$109.4K

How much do financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial planner in Baton Rouge, LA is $75,851.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,600.00 and $80,000.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

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

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

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

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

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

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

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

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

Infographic showing various Financial Planner 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 $75,851 per year, or $36.5 per hour.

Financial Services Representative - State Farm Agent Team Member

Cliff Ourso - State Farm Agent

Gonzales, LA • On-site

$45K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 14 days ago


Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Health insurance
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.