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Financial Advisor Jobs in Oak Ridge, TN (NOW HIRING)

Builtwell Bank

Commercial Banking Advisor

Knoxville, TN · On-site

$80 - $120/hr

Commercial Banking Advisor Job Category: Commercial Banking Requisition Number: COMME001946 Posted ... Lend financial analysis expertise to prospects to help determine best options available for ...

New

Truist

Premier Advisor - Knoxville, TN

Knoxville, TN · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to develop ... Proactively work with the financial advisor on assigned investment accounts for adherence to ...

Truist

Premier Advisor - Knoxville, TN

Knoxville, TN · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to develop ... Proactively work with the financial advisor on assigned investment accounts for adherence to ...

Type One Energy

Manager, Project Finance

Knoxville, TN · On-site

Work directly with banks, financial advisers, investors and other financing partners * Coordinate external advisers supporting project financing * Develop financial models, financing scenarios and ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Oak Ridge, TN

Financial Advisor information

See Oak Ridge, TN salary details

$34.4K

$97.6K

$137.7K

How much do financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial advisor in Oak Ridge, TN is $97,645.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $125,200.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Oak Ridge, TN?

The most popular types of Financial Advisor jobs in Oak Ridge, TN are:

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

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

What job categories do people searching Financial Advisor jobs in Oak Ridge, TN look for?

The top searched job categories for Financial Advisor jobs in Oak Ridge, TN are:

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

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor 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 $97,645 per year, or $46.9 per hour.

Managing Director

WealthBridge Financial Group

Farragut, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support