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Financial Planning Associate Jobs in Tennessee (NOW HIRING)

Tishman Speyer

Associate, FP&A

Midtown, TN · On-site

$90K - $110K/yr

The Associate will be responsible for managing FP&A for specific regions and departments within Tishman Speyer and working on the following with regards to their coverage: * Work on detailed expense ...

TekSky

Associate Financial Advisor

Knoxville, TN · On-site

Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical ... Experience with financial planning software (we use RightCapital - easy to learn if you've worked ...

W3Global Inc.

Associate Financial Advisor

Chattanooga, TN · On-site

$60K - $120K/yr

This opportunity is ideal for a professional who values deep client relationships, comprehensive financial planning, and the ability to work within a highly collaborative team environment. Whether ...

LHH US

Financial Analyst

Brentwood, TN

$75K - $95K/yr

Develop and maintain financial models to support business planning initiatives, capital investments ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

S.E.E.D. Planning Group

Be Seen First

Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

Position Overview The Investment Associate - Trading plays a key role in supporting the firm ... Company Description Fee-Only Financial Planning | Investment Fiduciary | No Commissions | We ...

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Financial Planning Associate information

See Tennessee salary details

$12

$29

$61

How much do financial planning associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for financial planning associate in Tennessee is $29.01, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $31.20 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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 Associate jobs in Tennessee? For Financial Planning Associate jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Tennessee look for? The top searched job categories for Financial Planning Associate jobs in Tennessee are:
What cities in Tennessee are hiring for Financial Planning Associate jobs? Cities in Tennessee with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Tennessee as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $60,340 per year, or $29 per hour.

Paraplanner - Financial planning

CROWN FINANCIAL GROUP

Memphis, TN • On-site

$42K - $58K/yr

Full-time

Posted 18 days ago

Job description

Position title: Paraplanner
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 60% Financial Planning & Advice / Product Solutions
• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
• Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables 
40% Client Care / Business Management
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
• Manage and resolve client service problems
• Perform other allowable duties as assigned by the financial advisor(s)
Key Traits of a Successful Paraplanner
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
• College degree or higher
• 2+ years of similar experience
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses