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Associate Financial Planner Jobs in Tennessee (NOW HIRING)

Tishman Speyer

Associate, FP&A

Midtown, TN

$90K - $110K/yr

The Associate will be responsible for managing FP&A for specific regions and departments within Tishman Speyer and working on the following with regards to their coverage: * Work on detailed expense ...

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 ...

LHH US

Financial Analyst

Brentwood, TN

$75K - $95K/yr

Develop and maintain financial models to support business planning initiatives, capital investments ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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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 Jul 27, 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 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.

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.

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 Job Description of 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.

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.
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 July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $76,154 per year, or $36.6 per hour.
Associate Financial Analyst

Associate Financial Analyst

Sharp Electronics

Memphis, TN

Other

Posted 18 days ago

Job description

Overview

The Associate Financial Analyst conducts monthly financial reporting, budgeting, forecasting, variance analysis, month-end close activities, and business performance reporting. This position partners closely with operations, supply chain, procurement, and accounting teams while supporting strong internal controls and providing actionable insights to management. The associate financial analyst will need to have strong analytical and problem- solving skills and the ability to effectively manage multiple responsibilities.

Responsibilities
  • Conduct month-end close activities, including journal entries, account reconciliations, accruals, and variance analysis.
  • Support accounts payable processes, including invoice processing, reconciliations, discrepancy resolution, and vendor inquiries.
  • Monitor purchase orders, goods receipts, and aging items to ensure accurate financial reporting.
  • Maintain data integrity within financial systems and reporting tools.
  • Assist with budgeting, forecasting, financial modeling, and business performance analysis.
  • Conduct inventory accounting, cost accounting, and manufacturing finance activities.
  • Identify opportunities to improve processes through automation, standardization, and reporting enhancements.
  • Prepare monthly financial reports, management presentations, and ad hoc analyses.
  • Analyze financial performance against budget, forecast, and prior year results.
  • Partner with accounting, procurement, operations, and supply chain teams to support business objectives and maintain strong internal controls.
  • Participate in special projects, continuous improvement initiatives, and other duties as assigned.
  • Other duties as assigned.
Qualifications
  • Bachelor's degree in finance, accounting or equivalent required.
  • 1-2 years of experience in finance, accounting, FP&A, accounts payable, or related analytical role preferred.
  • Experience with financial reporting, budgeting, forecasting, or accounting processes.
  • Proficiency in Microsoft Excel, including pivot tables, lookups, and financial modeling. Experience with Power BI or other data visualization preferred.
  • Exposure to ERP systems such as SAP.
  • Manufacturing, supply chain, or operational finance experience preferred.

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