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Financial Planning Associate Jobs in Tennessee (NOW HIRING)

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Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Wealth Associate

Brentwood, TN

$15 - $19.75/hr

  • Medical

  • Retirement

THE ROLE The Wealth Associate partners closely with Wealth Advisors to help deliver comprehensive ... Performing financial planning analyses and scenario modeling as experience and proficiency grow

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Associate | Relationship Management

Brentwood, TN · On-site

$37K - $47K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ensure all client data is complete, organized, and ready for planning Financial Planning Support ... associate This position will remain open until filled.

Associate | Relationship Management

Brentwood, TN · On-site

$37K - $47K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ensure all client data is complete, organized, and ready for planning Financial Planning Support ... associate This position will remain open until filled.

Senior Financial Analyst

Knoxville, TN · On-site

$81K - $101K/yr

  • Retirement

... A/Accounting Principals. - Proven track record as a Financial Analyst within manufacturing. - Excel at Microsoft Excel, Powerpoint, Project Planning, and Office suite. ?? **What We Offer ...

Senior Financial Analyst

Knoxville, TN

$81K - $101K/yr

  • Retirement

... A/Accounting Principals. - Proven track record as a Financial Analyst within manufacturing. - Excel at Microsoft Excel, Powerpoint, Project Planning, and Office suite. ?? **What We Offer ...

Senior Financial Analyst

Knoxville, TN

$81K - $101K/yr

  • Retirement

... A/Accounting Principals. - Proven track record as a Financial Analyst within manufacturing. - Excel at Microsoft Excel, Powerpoint, Project Planning, and Office suite. ?? **What We Offer ...

Financial Advisor - Memphis, TN

Memphis, TN · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are an industry-leading provider of financial planning tools for community members who work in ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...

Financial Advisor

Franklin, TN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with SmartBank associates to identify opportunities to serve clients through holistic financial planning and wealth management solutions. Deliver Personalized Wealth Management Solutions

Oracle Cloud Finance - Senior Associate

Nashville, TN · On-site

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...

Showing results 21-40

Financial Planning Associate information

See Tennessee salary details

$12

$29

$61

How much do financial planning associate jobs pay per hour?

As of Aug 18, 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 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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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:

Infographic showing various Financial Planning Associate 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 $60,340 per year, or $29 per hour.

Financial Advisor - Memphis, TN

Corebridge Financial

Memphis, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago


Corebridge Financial rating

9.5

Company rating: 9.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

7th of 309 rated insurance


Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
  • You will meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:
  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education and compliance support

Skills and Qualifications
  • High school diploma or GED
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Work Location
  • This position is currently designated as remote.

Estimated Travel
  • May include up to 25% travel.

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company

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