Personal Financial Advisor Jobs in Louisiana

1-5 of 5 Jobs

Associate Wealth Advisor

  • Carson Group
  • Baton Rouge, LA
  • 12 days ago
  • Baton Rouge, LA
  • 12 days ago

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we...

In Person

Wealth Advisor

  • Carson Group
  • Baton Rouge, LA
  • 12 days ago
  • Baton Rouge, LA
  • 12 days ago

What You Need •Minimum of five years of investment advisory experience required •Bachelor’s degree preferred •Active Series 65 or 66 required •Clean U-4 required •Certified Financial Planner™ (CFP®)...

In Person

Personal Financial Planner

  • NewYorkLife/ NYLIFE Securities LLC
  • Lafayette, LA
  • 16 days ago
  • Lafayette, LA
  • 16 days ago

funds, savings plans, and other financial products Create customized financial plans suitable for each client based on potential life changes and changing financial needs Collect each client's financial...

In Person

Wealth Advisor

  • Hancock Whitney Corp
  • New Orleans, LA
  • 60+ days ago
  • New Orleans, LA
  • 60+ days ago

and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients Recognize financial planning, estate planning, tax planning, and product implementation...

In Person

Private Wealth Management Wealth Advisor

  • Regions Financial Corporation
  • Shreveport, LA
  • 90+ days ago
  • Shreveport, LA
  • 90+ days ago

unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....

In Person

Demographic Data for Louisiana

Moving to Louisiana? Find some basic demographic data about Louisiana below.

Local
National
4,657,278
106,764

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Alison
Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
Trailhead
Action Plans for Financial Advisors in Agentforce Financial Services
Discover how to effectively implement Action Plans for financial advisors to enhance team productivity. This guide covers creating action plan templates and configuring This module includes the...
Alison
Becoming a Professional Personal Finance Advisor
Are you ready to become a financial advisor and help others build lasting wealth? This course will equip you with the essential knowledge and skills to guide clients in managing their finances,...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Louisiana

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Louisiana offer the following education background
Bachelor's Degree
52.8%
Master's Degree
31.5%
High School or GED
4.4%
Associate's Degree
4.1%
Vocational Degree or Certification
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Louisiana
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!