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Financial Advisor Assistant Jobs in Oak Ridge, TN

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Client Services Associate

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 ...

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Financial Advisor Assistant information

See Oak Ridge, TN salary details

$27.2K

$51.9K

$87K

How much do financial advisor assistant jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor assistant in Oak Ridge, TN is $51,861.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $60,200.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly 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.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are popular job titles related to Financial Advisor Assistant jobs in Oak Ridge, TN?

For Financial Advisor Assistant jobs in Oak Ridge, TN, the most frequently searched job titles are:

What cities near Oak Ridge, TN are hiring for Financial Advisor Assistant jobs?

Cities near Oak Ridge, TN with the most Financial Advisor Assistant job openings:

Infographic showing various Financial Advisor Assistant job openings in Oak Ridge, TN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 3% Contract, and 1% Nights. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $51,861 per year, or $24.9 per hour.

Assistant Director of OneStop

TNBR Careers

Harriman, TN โ€ข On-site

Full-time

Posted 27 days ago


Job description

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

  • Utilize enhanced knowledge base to provide guidance for students and staff;
  • Provide direct supervision of the OneStop team, temporary employees, and federal work-study students;
  • Develop and conduct specialized training;
  • Oversee and ensure efficient and effective functionality of staff;
  • Facilitate/provide conflict resolution for students, parents and staff;
  • Maintain detailed staff and student records;
  • Collaborate with institutional, state, and federal stakeholders;
  • Generate and analyze reports and statistics;
  • Conduct personnel performance evaluations and reviews;
  • Attend meetings & conferences as a representative of the Student Success Center;
  • Assist students in applying and admissions to the college;
  • Assist students with career exploration and choice of academic major (secondary);
  • Assist students in developing an Academic Plan for timely completion (secondary);
  • Assist students in accessing resources for academic, financial and/or personal support;
  • Maintain a flexible schedule;
  • Collaborate with faculty and staff on the delivery of support components;
  • Assist students/faculty advisors with completing Admissions, Financial Aid requirements and SAP Appeals;
  • Promote visibility of the OneStop through outreach to students and faculty;
  • Collaborate on individual student success strategies with faculty advisors;
  • Other Duties as Assigned. 

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.