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Associate Financial Planner Jobs in Tennessee (NOW HIRING)

Amrize

Associate FP&A Analyst

Nashville, TN

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 ...

Mariner

Intern, Financial Planning-Nashville, TN

Nashville, TN · On-site

$15 - $19.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

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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 Aug 28, 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 FP&A Analyst

Amrize

Nashville, TN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Amrize rating

8.1

Company rating: 8.1 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

116th of 544 rated manufacturers

Job description

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 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 planning cycle; preparing analyses on the income statement, balance sheet and cash flow statement; preparing and consolidating financial forecasts; completing key reports/analyses and communicating their significance to various levels of management; preparing capital investment analysis or other special analyses; working with financial models using various software; supporting technology projects such as reporting/consolidation tool implementations; participating in team and individual financial projects and the financial closing cycle and supporting staff members when needed

WHAT YOU'LL ACCOMPLISH

  • Collaborate with BU finance teams on construction and communication of financial forecasts, MTP, and budget
  • Model/Build in depth financial analysis around pricing, cost, mix and other business drivers to provide insightful reporting for decision making
  • Drive/Lead financial planning cycle including creation/maintenance of the financial calendars, communication of key deliverables, coordination and collaboration with the business
  • Developing financial reporting and presentations (EXCO, BoD, etc) to various levels of management
  • Preparing income statements, balance sheets and cash flow analysis to help guide the business
  • Supports with implementation projects such as SAC, Tagetik or other tools as necessary
  • Preparing capital investments analysis
  • Understanding and executing financial models
  • Participating in the financial closing cycle and supporting various activities involved
  • Collaborating with team members to summarize, analyze and communicate financial plans and results to various levels of management
  • Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors.

WHAT WE'RE LOOKING FOR

Minimum Qualifications:

  • Bachelor's degree in accounting, finance, business or related field
  • Minimum of 2-3 years financial analysis related experience
  • Strong communicator with a demonstrated history of collaborating with operations/business
  • SAP experience is a plus
  • Must be proficient in Excel, Access, PowerPoint, and Word

Preferred Qualifications:

  • Strong modeling skills
  • Planning and consolidation tool experience (Tagetik, SAC, etc)

Additional Requirements:

  • Successful candidates must adhere to all safety protocols and proper use of Amrize approved Personal Protection Equipment ("PPE"), including but not limited to respirators. Employees that are required to wear respirators must be clean shaven where the respirator seal meets the face in order to pass the qualitative and quantitative fit tests.

WHAT WE OFFER

  • Competitive salary
  • Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings
  • Medical, Dental, Disability and Life Insurance
  • Holistic Health & Well-being programs
  • Health Savings Accounts (HSAs) & Flexible Spending Accounts (FSAs) for health and dependent care
  • Vision and other Voluntary benefits and discounts
  • Paid time off & paid holidays
  • Paid Parental Leave (maternity & paternity)
  • Educational Assistance Program

#LI-Onsite #LI-TS1 #BuildingEnvelope

Amrize is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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