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Career and Education Opportunities for Personal Financial Planners in Louisiana

Louisiana has a population of 4,492,076, which has grown by 0.52% in the last 10 years. Nicknamed the "Pelican State," its capital is Baton Rouge, though its largest city is New Orleans.

Currently, 880 people work as personal financial planners in Louisiana. This is expected to grow 38% to about 1,220 people by 2016. This is better than the national trend for personal financial planners, which sees this job pool growing by about 30.1% over the next eight years. In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate.

The income of a personal financial planner is about $24 per hour or $50,540 per year on average in Louisiana. In the U.S. as a whole, their income is about $33 hourly or $69,050 per year on average. Incomes for personal financial planners are better than in the overall category of Accounting and Auditing in Louisiana, and better than the overall Accounting and Auditing category nationally. Jobs in this field include: fiscal specialist, investment adviser, and socially responsible investment adviser.

In 2008, there were a total of 2,576,960 jobs in Louisiana. The average annual income was $36,091 in 2008, up from $35,340 the preceding year. The unemployment rate in Louisiana was 6.8% in 2009, which has grown by 2.3% since the previous year. Approximately 18.7% of Louisiana residents have college degrees, which is lower than the national average.

The top industries in Louisiana include petroleum products manufacturing, petroleum refineries, and basic chemical manufacturing. Notable tourist destinations include the American Italian Renaissance Foundation, the Ogden Museum of Southern Art, and the Louisiana Children's Museum.

CITIES WITH Personal Financial Planner OPPORTUNITIES IN Louisiana


JOB DESCRIPTION: Personal Financial Planner

Personal Financial Planner video from the State of New Jersey Dept. of Labor and Workforce Development

In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate. They also duties include assessing clients' assets, liabilities, and financial objectives to establish investment strategies.

Every day, personal financial planners are expected to be able to articulate ideas and problems. They need to deal with basic arithmetic problems. It is also important that they think through problems and come up with general rules.

Similar jobs with educational opportunities in Louisiana include:

  • Accountant. Analyze financial information and prepare financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
  • Auditor. Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
  • Budget Analyst. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls.
  • Cost Analyst. Prepare cost estimates for product manufacturing, construction projects, or services to aid management in bidding on or determining price of product or service. May specialize according to particular service performed or type of product manufactured.
  • Credit Analyst. Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.
  • Financial Analyst. Conduct quantitative analyses of information affecting investment programs of public or private institutions.
  • Financial Examiner. Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
  • Income Tax Advisor. Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
  • Loan Officer. Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and methods of payments. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
  • Tax Examiner. Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

LOCATION INFORMATION: Louisiana

Louisiana
Louisiana photo by Lane Lefort

Louisiana has a population of 4,492,076, which has grown by 0.52% over the past 10 years. Nicknamed the "Pelican State," its capital is Baton Rouge, though its largest city is New Orleans. In 2008, there were a total of 2,576,960 jobs in Louisiana. The average annual income was $36,091 in 2008, up from $35,340 in 2007. The unemployment rate in Louisiana was 6.8% in 2009, which has grown by 2.3% since the previous year. Roughly 18.7% of Louisiana residents have college degrees, which is lower than the national average.

The top industries in Louisiana include petroleum products manufacturing, petroleum refineries, and basic chemical manufacturing. Notable tourist attractions include the Longue Vue House & Gardens, the Reverend Zombies House of Voodoo, and the Louisiana Children's Museum.