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Wealth Management Jobs in Baton Rouge, LA (NOW HIRING)

Hancock Whitney Bank

Private Banker

Baton Rouge, LA · On-site

Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence * Develops and grows a portfolio of ...

Hancock Whitney Corp.

Private Banker

Baton Rouge, LA · On-site

Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence * Develops and grows a portfolio of ...

Carson Group

Wealth Advisor

Baton Rouge, LA · On-site

$145K/yr

Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to ... Essential Functions Client Advisory & Relationship Management : Provide clear information and ...

UBS

Intern

Baton Rouge, LA · On-site

$20/hr

You'll leave with a lot more than a job listing on your resume. • work on projects that have real impact on clients • support our team of wealth management experts • attend presentations by WMA ...

Carson Group

Associate Wealth Advisor

Baton Rouge, LA · On-site

$60K - $75K/yr

Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to ... Essential Functions Client Service & Relationship Management : Provide positive and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Baton Rouge, LA · Remote

$50 - $100/hr

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 ...

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$72K

$93.9K

$112.4K

How much do wealth management jobs pay per year?

As of Aug 14, 2026, the average yearly pay for wealth management in Baton Rouge, LA is $93,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,100.00 and $104,700.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
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The most popular types of Wealth Management jobs in Baton Rouge, LA are:

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The top searched job categories for Wealth Management jobs in Baton Rouge, LA are:

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Cities near Baton Rouge, LA with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Baton Rouge, LA as of August 2026, with employment types broken down into 90% Full Time, 3% Part Time, and 7% Contract. Highlights an 79% In-person, 7% Hybrid, and 14% Remote job distribution, with an average salary of $93,852 per year, or $45.1 per hour.

J.P. Morgan Wealth Management - Market Director of Wealth - Baton Rouge, LA

JPMorgan Chase & Co.

Baton Rouge, LA • On-site

$120 - $180/hr

Other

Posted 16 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.

Job responsibilities
  • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
  • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
  • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
  • Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
  • Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
  • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
Preferred qualifications, capabilities, and skills
  • Bachelor's Degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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