Financial Planning Jobs in Louisiana
Financial Planning jobs in Louisiana are open across Baton Rouge, Lafayette, and New Orleans and other Louisiana metros, with employers like New York Life, State Farm, and Northwestern Mutual hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 57+ Financial Planning jobs
Insurance Agent with New York Life Insurance Company
The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.
What is expected of our Agents?
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivate relationships and help every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Qualities that we look for in our Agents:
- Sales experience preferred with a strong entrepreneurial mindset.
- Strong communication skills both written and verbal.
- Desire to help families and businesses to “Be Good at Life.”
- Strong business acumen.
- Professional business demeanor.
- Perseverance in the face of a challenge.
- Ability to engage your community and leverage personal networks/contacts.
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Source: Individual Third Party Ratings Reports as 7/30/18.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Insurance Agent with New York Life Insurance Company
The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.
What is expected of our Agents?
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivate relationships and help every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Qualities that we look for in our Agents:
- Sales experience preferred with a strong entrepreneurial mindset.
- Strong communication skills both written and verbal.
- Desire to help families and businesses to “Be Good at Life.”
- Strong business acumen.
- Professional business demeanor.
- Perseverance in the face of a challenge.
- Ability to engage your community and leverage personal networks/contacts.
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Source: Individual Third Party Ratings Reports as 7/30/18.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
See All 57 Financial Planning Jobs in Louisiana
Find roles in Louisiana that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Louisiana
Where Louisiana roles are concentrated, by current openings.
Financial Planning Job Market in Louisiana
A snapshot from current Louisiana openings, updated as new roles post.
Who's Hiring
- New York Life7
- State Farm7
- Northwestern Mutual6
- Ochsner Health5
- OneMain Financial5
Top Industries Hiring
- Insurance27
- Banking & Financial Services6
- Consulting & Professional Services6
- Healthcare & Medical Services6
- Education4
What Louisiana Employers Look For
The qualifications that appear most often in financial planning jobs across Louisiana.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Financial Planning Jobs in Louisiana: Frequently Asked Questions
How many financial planning jobs are there in Louisiana?
There are 57+ financial planning openings in Louisiana on Migrate Mate as of June 2026, with the most roles in Baton Rouge, Lafayette, and New Orleans. New positions post regularly as employers across Louisiana hire.
Which Louisiana cities have the most financial planning jobs?
Baton Rouge, Lafayette, and New Orleans have the most financial planning openings in Louisiana right now, with additional roles spread across smaller metros statewide.
Which companies hire financial plannings in Louisiana?
Employers hiring financial plannings in Louisiana include New York Life, State Farm, and Northwestern Mutual, based on current listings on Migrate Mate as of June 2026.
Are there remote financial planning jobs in Louisiana?
Yes. About 5% of financial planning openings tied to Louisiana are remote or hybrid as of June 2026. The rest are on-site roles based in Louisiana metros.
How do I apply for financial planning jobs in Louisiana?
You can apply to financial planning jobs in Louisiana directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Louisiana location, then apply to each one that fits.
See All 57 Financial Planning Jobs in Louisiana
Find roles in Louisiana that match your experience and apply in just a few clicks.
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