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Financial Planning Assistant Jobs in Tennessee (NOW HIRING)

Green Meadows Partners

Be Seen First

Financial Planning & Analysis Manager

Knoxville, TN · On-site

$80K - $140K/yr

The FP&A Manager will work closely with finance and accounting leadership as well as department ... * Assist with maintaining long-range financial models and projections related to growth, margins ...

New

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 ... Strategy: Assist in the development of comprehensive long-range financial plans and forecasts ...

Every Nation

Finance Coordinator

Brentwood, TN · On-site

$54K - $65K/yr

Financial Planning : * Assist with monthly, quarterly, and annual financial reports. * Maintain and enhance financial forecast models for operations, budgets, and grant proposals. * Executive ...

Every Nation

Finance Coordinator

Brentwood, TN · On-site

$54K - $65K/yr

Financial Planning : * Assist with monthly, quarterly, and annual financial reports. * Maintain and enhance financial forecast models for operations, budgets, and grant proposals. * Executive ...

Newport Healthcare

Director, FP&A

Nashville, TN · On-site

What You'll Do The Director, Financial Planning and Analyst (FP&A) is responsible for assisting the ... Ensure capital investments follow policies, assist with managing the capital expense request ...

Newport Healthcare

Director, FP&A

Nashville, TN · On-site

What You'll Do The Director, Financial Planning and Analyst (FP&A) is responsible for assisting the ... Ensure capital investments follow policies, assist with managing the capital expense request ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Tennessee

Financial Planning Assistant information

See Tennessee salary details

$32.2K

$55K

$94.8K

How much do financial planning assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planning assistant in Tennessee is $55,017.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $62,200.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

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

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

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

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Tennessee?

The most popular types of Financial Planning jobs in Tennessee are:

What are popular job titles related to Financial Planning Assistant jobs in Tennessee?

For Financial Planning Assistant jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Tennessee look for?

The top searched job categories for Financial Planning Assistant jobs in Tennessee are:

What cities in Tennessee are hiring for Financial Planning Assistant jobs?

Cities in Tennessee with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $55,017 per year, or $26.5 per hour.

Financial Planning Analyst

Lewis Bakeries

Murfreesboro, TN • On-site

$60 - $80/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 5 days ago

Job description

Position Summary

The Financial Analyst (FP&A) supports the Company’s budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution environment. This role partners with Finance, Operations, Sales, and Supply Chain to analyze business performance, develop forecasts, and provide data‑driven insights that support operational and strategic decision‑making.

Key ResponsibilitiesPlanning & Forecasting
  • Support the annual budget and rolling forecast processes across revenue, cost of goods sold, operating expenses, and capital expenditures.
  • Maintain and enhance driver‑based financial models and forecasting assumptions.
  • Track actual performance against plan and update forecasts based on changing business conditions.
  • Assist with long‑range planning, scenario analysis, and sensitivity modeling related to key business drivers such as volume, pricing, product mix, labor, commodities, and freight.
Financial Reporting & Analysis
  • Prepare monthly financial reporting packages including variance analysis, performance dashboards, and P&L bridges.
  • Analyze performance trends across plants, product lines, and distribution routes.
  • Develop and maintain standardized KPI reporting including contribution margin, productivity metrics, and route profitability.
  • Translate financial results into clear insights to support operational decision‑making.
Business Partnership & Analysis
  • Partner with Operations, Supply Chain, and Sales to evaluate productivity initiatives, pricing actions, and customer profitability.
  • Support cost‑to‑serve analysis and margin improvement initiatives.
  • Assist in evaluating capital investments and strategic initiatives.
  • Provide ad hoc financial analysis to support business leaders.
Month‑End Close Support & Data Integrity
  • Collaborate with Accounting during the month‑end close process, including accrual analysis, reconciliations, and financial review.
  • Reconcile financial data between ERP systems and reporting models.
  • Assist with improving financial reporting structures, master data accuracy, and documentation of FP&A processes.
QualificationsRequired
  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
  • 1–2 years of experience in FP&A, corporate finance, public accounting, or a related analytical role (internships or co‑op experience may qualify).
  • Strong proficiency in Microsoft Excel including pivot tables, lookup functions, and financial modeling fundamentals.
  • Solid understanding of financial statements and variance analysis.
  • Ability to work with large datasets and maintain accurate, well‑structured analytical files.
  • Strong written and verbal communication skills with the ability to present insights clearly.
  • High attention to detail and willingness to learn the operational drivers of the business.
Preferred
  • Experience with Sage ERP, Intacct, or similar ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP).
  • Exposure to business intelligence tools such as Power BI or Tableau.
  • Familiarity with manufacturing financial metrics and driver‑based planning models.
Tools & Systems
  • Microsoft Excel and PowerPoint for financial modeling and reporting.
  • ERP systems such as Sage or similar financial platforms.
  • Business intelligence tools for dashboards and automated reporting.
  • Collaboration tools including Microsoft Teams and SharePoint.
Work Environment

Standard business hours with occasional extended hours during budget and month‑end close cycles. Periodic visits to manufacturing or distribution facilities to better understand operational drivers and cost structures.

About Lewis Bakeries

Founded in 1925, Lewis Bakeries is a family‑owned company producing high‑quality breads, buns, and rolls under trusted brands including Bunny Bread®, Lewis Bake Shop®, and Healthy Life®. With operations across Indiana and Tennessee, we are committed to innovation, reliability, and investing in our people.

Benefits
  • Family‑owned and operated since 1925
  • Competitive compensation
  • Comprehensive benefits including medical, dental, 401(k), and company‑paid life and disability insurance
  • Paid vacation and holidays
  • Growth and development opportunities
Equal Opportunity Employer

Lewis Bakeries is an Equal Opportunity Employer and Drug‑Free Workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected status.

Employment is contingent upon successful completion of a background check, drug screening, and reference check.

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