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Personal Financial Assistant Jobs in Tennessee (NOW HIRING)

COR Financial Partners

Financial Advisor

Nashville, TN · On-site +1

Analyze personal financial data to provide insights and recommendations for clients' financial ... * Assist clients with estate planning, including wills and trusts, to ensure compliance with ...

HHM CPAs

Administrative Assistant

Chattanooga, TN · On-site

$16.50 - $22/hr

... personal, financial, legal, and international administrative matters. This position requires ... Minimum of 2 years' previous experience in an administrative assistant, executive assistant, or ...

Park Lawn Corporation

Funeral Assistant

Columbia, TN · On-site

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Funeral Assistant

Maryville, TN · On-site

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Funeral Assistant

Nashville, TN · On-site

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Funeral Assistant

Columbia, TN

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Administrative Assistant

Selmer, TN

$14 - $19/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Administrative Assistant

Lakewood, TN

$18 - $24.25/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Administrative Assistant

Selmer, TN · On-site

$14 - $19/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Administrative Assistant

Nashville, TN · On-site

$17 - $23/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Administrative Assistant

Nashville, TN

$17.50 - $23.50/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Zirtual

Remote Virtual Executive Assistant

Nashville, TN · On-site +1

$1.5K - $3.8K/mo

No Financial Requests: Zirtual will never ask for payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our ...

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Personal Financial Assistant information

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$9

$21

$37

How much do personal financial assistant jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for personal financial assistant in Tennessee is $21.03, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $23.56 per hour, depending on experience, location, and employer.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

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

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.

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

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What qualifications do you need to be a personal financial assistant?

To become a personal financial assistant, candidates typically need a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important; certifications like the CFP or CPA can enhance job prospects.

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

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

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

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

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

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

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

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

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, 1% Temporary, 5% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $43,739 per year, or $21 per hour.

Financial Advisor

COR Financial Partners

Nashville, TN • On-site, Remote

Other

Posted 16 days ago

Job description

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.
We utilize every aspect of the financial industry:
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Business Planning
  • Corporate Group Plans
  • And more...

Responsibilities:
  • Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
  • Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
  • Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
  • Maintain strong customer relationships through effective communication and exceptional service.
  • Stay up to date on financial regulations and market trends to provide informed advice.

Qualities we're looking for:
  • Entrepreneurial ambitions
  • Integrity, ethical, and a strong sense of morality.
  • Passion for making a difference and helping people.
  • Self-motivated, accountable, and a team player.
  • Ability to receive coaching and feedback.
  • Strong interpersonal skills
  • Self-motivated
  • Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements
Requirements - (PLEASE READ)
  • Must be 18 or older
  • Background check required - No criminal history whatsoever
  • Willing to obtain a state license if you do not have one yet.

Benefits
What's provided:
  • Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
  • A Competitive training and development program to help you get started
  • Mentorship and professional development training throughout your entire career
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
  • The opportunity to pursue leadership and specialized roles
  • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
    Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)

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