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Associate Financial Planner Jobs in Tennessee (NOW HIRING)

Amrize

Associate FP&A Analyst

Nashville, TN · On-site

We're seeking a Associate FP&A Analyst who's ready to put your skills to work on projects that matter - and build a career with a company that's building North America. Job Title: Associate FP&A ...

Amrize

Associate FP&A Analyst

Nashville, TN · On-site

Associate FP&A Analyst | Req ID: 17662 | HR Contact: Tyler Stegall| Location: Building Envelope - Corp Nashville, TN ABOUT THE ROLE The Associate Financial Analyst participates in the financial ...

TekSky

Associate Financial Advisor

Knoxville, TN · On-site

Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical ... Experience with financial planning software (we use RightCapital - easy to learn if you've worked ...

W3Global Inc.

Associate Financial Advisor

Chattanooga, TN · On-site

$60K - $120K/yr

This opportunity is ideal for a professional who values deep client relationships, comprehensive financial planning, and the ability to work within a highly collaborative team environment. Whether ...

Challenge Mfg. Holdings, Inc.

$85 - $120/hr

The Financial Planning & Analysis Senior Associate will be responsible for analyzing financial data, creating forecasts, and providing recommendations to senior management on ways to improve the ...

Cetera Financial Group

Financial Advisor

Knoxville, TN · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Tennessee

Associate Financial Planner information

See Tennessee salary details

$41.3K

$76.2K

$102.1K

How much do associate financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial planner in Tennessee is $76,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $90,800.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Tennessee?

The most popular types of Financial Planner jobs in Tennessee are:

What are popular job titles related to Associate Financial Planner jobs in Tennessee?

For Associate Financial Planner jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Tennessee look for?

The top searched job categories for Associate Financial Planner jobs in Tennessee are:

What cities in Tennessee are hiring for Associate Financial Planner jobs?

Cities in Tennessee with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in TN?

For Associate Financial Planner jobs in TN, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Tennessee as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $76,154 per year, or $36.6 per hour.

Associate Financial Advisor

WG Financial Group

Brentwood, TN • On-site

Other

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

We are seeking a dynamic candidate for our growing financial planning office. At WG we love our clients and our employees! You must be a solid team player who is looking to grow personally and professionally.


Company Description

WG Financial Group is a financial advisory firm based in Huntsville, Alabama, providing comprehensive planning services that include retirement planning, investment management, tax strategies, and legacy planning. The firm is built on four core pillars—retirement, investments, tax, and legacy—which guide its approach to helping clients pursue long-term financial goals. WG Financial Group offers insurance products through its insurance business and provides investment advisory services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.


Role Description

The Associate Financial Advisor is a full-time, on-site role based in Huntsville, AL. This role supports the lead advisors in developing client financial plans, including gathering and analyzing client data, preparing reports, and assisting with recommendations in areas such as retirement, investments, tax strategies, and legacy planning. Day-to-day responsibilities include participating in client meetings, documenting follow-up actions, coordinating account service requests, and ensuring accurate record keeping in firm systems. The Associate Financial Advisor also helps with research on investment options, prepares presentation materials, and collaborates with team members to deliver a consistent, client-focused experience while adhering to regulatory and firm compliance standards.


PREFERRED SKILLS

  • Prior experience working in the financial industry
  • Life Insurance license and/or Series 65 license
  • Detail-oriented; Process-driven
  • Highly organized with strong follow-through
  • Excellent time management skills
  • Demonstrates persistence to achieve high-quality work and provide superior service to both internal and external clients
  • Proficient in Microsoft Office applications and software
  • Problem-solving-ability to find a solution without supervision
  • Ability to work independently
  • Must be a team player committed to our common goal


Salary will be based on experience and licensing.

We offer competitive benefits like medical, dental, and vision, as well as 401k.


Apply