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Financial Planner Jobs in Tennessee (NOW HIRING)

Techmer

Financial Planning Analyst

Clinton, TN · On-site

$60K - $70K/yr

We are currently seeking a Financial Planning Analyst for our Headquarters in Clinton, TN. This position will be on the 1st Shift, (Monday - Friday 8 a.m. - 5:30 p.m.) This is a salary position with ...

Orgill, Inc.

Financial Advisor FP&A

Collierville, TN · On-site

The Financial Advisor - FP&A acts as a critical strategic partner to business leaders and their teams, driving data-backed decision-making across the organization. Reporting directly to the Director ...

Wilson Bank & Trust

Financial Advisor

Brentwood, TN · On-site

The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing ...

Wilson Bank & Trust

Financial Advisor

Chattanooga, TN · On-site

Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services * Serve as the primary point of contact for existing segmented client accounts ...

Staff Financial Group

FP&A Manager - REMOTE

Chattanooga, TN · Remote

$110K - $125K/yr

FP&A Manager - PE-Backed Company Who: Fast-growing, private equity-backed company. What: FP&A Manager supporting budgeting, reporting, M&A, and business development modeling. When: Hiring immediately.

Wilson Bank & Trust

Financial Advisor

Lebanon, TN · On-site

Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services * Serve as the primary point of contact for existing segmented client accounts ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Tennessee

Financial Planner information

See Tennessee salary details

$45.8K

$87.7K

$126.6K

How much do financial planner jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial planner in Tennessee is $87,749.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $92,600.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about 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 Financial Planner jobs in Tennessee? For Financial Planner jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Tennessee look for? The top searched job categories for Financial Planner jobs in Tennessee are:
What cities in Tennessee are hiring for Financial Planner jobs? Cities in Tennessee with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in TN? For Financial Planner jobs in TN, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $87,749 per year, or $42.2 per hour.

Financial/Wealth Planner

The Trust Company Of Tennessee

Knoxville, TN • On-site

$62K - $84K/yr

Full-time

Re-posted 17 days ago

Job description

Why We Exist
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.
Our Culture
At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.
Core Purpose
The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service.
Responsibilities
  • Shows a commitment to The Trust Company's Mission, Core Values, and Client Promise.
  • Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
  • Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
  • Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client's financial plans.
  • Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
  • Engages with clients to understand their current financial status and financial goals.
  • Analyzes client's financial statuses to develop a strategy consistent with meeting the client's goals.
  • Effectively communicates TTC's Investment Philosophy and Processes with clients, COIs, and prospects.
  • Responds promptly to client communications and requests.
  • Provides superior client service by providing follow-up documentation and responses to clients.
  • Leads strategic efforts for financial planning.
  • Stays current on financial planning topics, current events, and answers questions for team members.
  • Maintains high standards of confidentiality of all records and information.
  • Other duties as assigned.

Qualifications
  • Bachelor's degree in finance, accounting, or related field
  • 5 to 10 years of experience in financial planning
  • CFP® Professional
  • Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting
  • Strong written and verbal communication skills with the ability to explain complex financial concepts simply
  • Organized and detail-oriented
  • Ability to work independently and in a team environment
  • Exquisite attention to detail and strong math skills
  • Experience with MoneyGuidePro required
  • Experience with Right Capital a plus

Apply