Assistant Director of OneStop
Harriman, TN ยท On-site
Title: Assistant Director of OneStop Employee Classification: Other Professionals Institution ... Financial Aid, Academic Advising, Career/School Counseling. Minimum of 1-year supervisory ...
Harriman, TN ยท On-site
Title: Assistant Director of OneStop Employee Classification: Other Professionals Institution ... Financial Aid, Academic Advising, Career/School Counseling. Minimum of 1-year supervisory ...
Harriman, TN ยท On-site
Title: Assistant Director of OneStop Employee Classification: Other Professionals Institution ... Financial Aid, Academic Advising, Career/School Counseling. Minimum of 1-year supervisory ...
Knoxville, TN ยท On-site
Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth ... * Assist high-net-worth individuals, family offices, attorneys, and wealth advisors with ...
Knoxville, TN ยท On-site
Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth ... * Assist high-net-worth individuals, family offices, attorneys, and wealth advisors with ...
Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth ... * Assist high-net-worth individuals, family offices, attorneys, and wealth advisors with ...
Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth ... * Assist high-net-worth individuals, family offices, attorneys, and wealth advisors with ...
Knoxville, TN ยท On-site
$90 - $150/hr
Reporting to the Assistant Vice Provost (AVP) for Financial Initiatives & Chief Financial Aid ... Serves as the primary advisor to the AVP on financial wellness strategy, providing recommendations ...
New
Knoxville, TN ยท On-site
$90 - $150/hr
Reporting to the Assistant Vice Provost (AVP) for Financial Initiatives & Chief Financial Aid ... Serves as the primary advisor to the AVP on financial wellness strategy, providing recommendations ...
New
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
$60 - $80/hr
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
$60 - $80/hr
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Farragut, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Farragut, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Knoxville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Oak Ridge, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Oak Ridge, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Farragut, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Farragut, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Powell, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Powell, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Alcoa, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Alcoa, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Maryville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Quick apply
Maryville, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Alcoa, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Alcoa, TN ยท On-site
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for ...
Knoxville, TN ยท On-site
Reporting to the Assistant Vice Provost (AVP) for Financial Initiatives & Chief Financial Aid ... Serves as the primary advisor to the AVP on financial wellness strategy, providing recommendations ...
Knoxville, TN ยท On-site
Reporting to the Assistant Vice Provost (AVP) for Financial Initiatives & Chief Financial Aid ... Serves as the primary advisor to the AVP on financial wellness strategy, providing recommendations ...
Be Seen First
Knoxville, TN ยท On-site
$50K - $60K/yr
... communications. * Assist with firm reporting and administrative operations including monthly ... Company Description Sojourn Wealth Management is a financial advising and investment management ...
Quick apply
Be Seen First
Knoxville, TN ยท On-site
$50K - $60K/yr
... communications. * Assist with firm reporting and administrative operations including monthly ... Company Description Sojourn Wealth Management is a financial advising and investment management ...
$27.2K - $32.7K
9% of jobs
$32.7K - $38.1K
14% of jobs
$39.2K is the 25th percentile. Wages below this are outliers.
$38.1K - $43.5K
13% of jobs
The median wage is $49K / yr.
$43.5K - $49K
15% of jobs
$49K - $54.4K
14% of jobs
$58.8K is the 75th percentile. Wages above this are outliers.
$54.4K - $59.8K
14% of jobs
$59.8K - $65.3K
10% of jobs
$65.3K - $70.7K
6% of jobs
$70.7K - $76.1K
3% of jobs
$76.1K - $81.6K
2% of jobs
$81.6K - $87K
1% of jobs
$27.2K
$51.9K
$87K
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly found in financial planning firms and advisory practices |
Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.
For Financial Advisor Assistant jobs in Oak Ridge, TN, the most frequently searched job titles are:
Cities near Oak Ridge, TN with the most Financial Advisor Assistant job openings:

Title: Assistant Director of OneStop
Employee Classification: Other Professionals
Institution: Roane State Community College
Department: Student Success
Campus Location: Roane State Community College
Job Summary
The Assistant Director of OneStop Services will support the Director of Student Success & OneStop in managing, organizing and overseeing college staff in the Student Success Center. The Assistant Director will function as a primary point of support and guidance for the OneStop team. The Assistant Director will also assist in the support of the success coach program, operating as a secondary point of contact.
Primary responsibility is the direct leadership and support of the OneStop team. The Roane State OneStop is responsible for delivering essential student services for second year students and assisting special admission types, such as certificate seeking, transient and personal enrichment students. Typical services include, but are not limited to:
• the intake of admissions, records and financial aid documentation
• responding to student inquiries
• providing guidance to help students navigate college processes
• proactive outreach campaigns
The OneStop provides services in person, phone, email, chat and zoom.
Secondary focus will be the supportive leadership of the success coach team. The Assistant Director is expected to learn the policies and procedures used by success coaches in order to be able to support that team, as needed. Student Success Coaches provide holistic student support services and academic advising. Success Coaches guide students through the entire enrollment and advisement process which includes but is not limited to areas such as admissions, career counseling, financial aid, academic planning, academic advising, and class scheduling. Success Coaches serve as a mentor and coach throughout the academic tenure of assigned students supporting them from enrollment to graduation (in collaboration with faculty advisors and the OneStop team upon the student's completion of select benchmarks).
Job Duties
Minimum Qualifications
Bachelor's degree required (Transcripts Required);
Experience in at least ONE of the following areas: College Admissions and Records; Financial Aid, Academic Advising, Career/School Counseling.
Minimum of 1-year supervisory experience, preferably in an educational setting -Individual Contributor (IC) management considered;
Minimum of 1-year higher education experience;
Proficient in Microsoft software (Word, Excel, PowerPoint, Outlook, etc.);
Must be willing to travel to other RSCC campuses.
Preferred Qualifications
Master's degree in Student Personnel, Educational Leadership or equivalent Student Services/Leadership field;
2-5 years supervisory experience in a higher education setting;
Previous counseling or case management experience;
Academic Advising Experience;
Financial Aid Counseling/ Processing;
Admissions Counseling/Processing Experience;
Banner/ARGOS Reporting experience;
Salesforce Experience.
Knowledge, Skills, and Abilities
Strong conflict resolution skills;
Strong personnel management skills;
Ability to lead without bias or prejudice;
Strong interpersonal and communication skills;
High energy;
Strong organizational skills;
Capable of handling multiple projects;
Strong Self-discipline and motivation;
Ability to handle a high level of stress and meet deadlines;
Ability to adapt to a changing work environment;
Ability to maintain high expectations while providing nurturing support in student interactions;
Ability to work with multiple constituencies;
Strong time management skills.
Sourced by ZipRecruiter
Scientific research and development services
201 - 500 Employees
Kajang , Selangor Darul Ehsan, MY