ZipRecruiter

Log In

2

Remote Financial Planning Jobs in Oak Ridge, TN (NOW HIRING)

World Wide Technology

Project Coordinator

Knoxville, TN · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Our global infrastructure planning and deployment services deliver thousands of projects each year ...

New

RSI EnTech, LLC

Program Manager - Remote

Oak Ridge, TN · On-site +1

The Program Manager manages assigned contracts and projects from planning through execution and ... Work with finance and accounting to resolve contract and project issues. * Work with contracts to ...

Mesa Associates, Inc.

Project Manager

Knoxville, TN · On-site +1

Lead cross-functional planning/engineering/construction teams in the execution of utility ... Ability to work effectively with remote and distributed teams Notice to External Search Firms: Mesa ...

previous page

Showing results 41-60

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Oak Ridge, TN

Remote Financial Planning information

See Oak Ridge, TN salary details

$48.3K

$92.4K

$133.4K

How much do remote financial planning jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial planning in Oak Ridge, TN is $92,431.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $97,500.00 per year, depending on experience, location, and employer.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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

To thrive as a Remote Financial Planner, you need expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

More about Remote Financial Planning jobs

What job categories do people searching Remote Financial Planning jobs in Oak Ridge, TN look for?

The top searched job categories for Remote Financial Planning jobs in Oak Ridge, TN are:

What cities near Oak Ridge, TN are hiring for Remote Financial Planning jobs?

Cities near Oak Ridge, TN with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Oak Ridge, TN as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $92,431 per year, or $44.4 per hour.

Licensed Clinical Social Worker (LCSW) - Full-Time Remote Opportunity

Uplift Hub Social Work

Knoxville, TN • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Position Overview

Uplift Hub Social Work is seeking a passionate and skilled Licensed Clinical Social Worker (LCSW) to join our remote team. This full-time position is ideal for a dedicated professional looking to make a meaningful impact in the field of mental health. You will play a crucial role in providing comprehensive mental health support to individuals and families, helping them navigate their challenges and foster their overall well-being.

About the Organization

At Uplift Hub Social Work, located in Knoxville, Tennessee, we are committed to providing accessible and holistic mental health services to people from all walks of life. Our community health clinic is dedicated to improving mental health outcomes and reducing barriers to care through advocacy, outreach, and personalized treatment approaches. We pride ourselves on fostering a collaborative environment where community partnerships enhance our services and promote mental wellness.

Work Environment

As a remote position, you will have the flexibility to work from home while connecting with clients through virtual platforms. Our team operates in a supportive atmosphere that values continuous learning and open communication. You will collaborate often with a multidisciplinary team of mental health professionals, including psychologists, psychiatrists, and support staff, ensuring integrated and comprehensive care for our clients.

Key Responsibilities
  • Conduct detailed psychosocial assessments to understand the mental health needs and circumstances of clients, identifying strengths and challenges to inform treatment planning.
  • Provide therapeutic services, including individual, family, and group therapy sessions, utilizing evidence-based practices tailored to the cultural backgrounds and unique needs of clients.
  • Utilize therapeutic modalities such as cognitive-behavioral therapy, motivational interviewing, and family systems therapy, adapting as necessary to client engagement.
  • Develop and monitor personalized treatment plans, ensuring they reflect clients' goals, necessary interventions, and measurable progress.
  • Engage in regular collaboration with a multidisciplinary team to ensure continuity of care across all facets of clients' treatment.
  • Provide crisis intervention services, conducting risk assessments and developing safety plans for clients in acute distress.
  • Advocate for clients' needs within the healthcare system and the community, connecting them with essential resources and case management support.
  • Participate actively in community outreach initiatives to promote mental health awareness and decrease stigma surrounding mental health issues.
Patient Population / Client Focus

You will work with a diverse range of individuals and families, including those facing economic hardships, cultural barriers, and various mental health challenges. Your role is vital in creating a safe space for clients to express their needs and work toward recovery. By addressing the holistic aspects of mental health, you will contribute to improved outcomes and empower your clients to achieve their mental wellness goals.

Qualifications
  • A Master’s degree in Social Work from an accredited institution.
  • Active licensure in Tennessee as a Licensed Clinical Social Worker (LCSW).
  • Strong understanding of cultural competence and the ability to engage effectively with diverse populations.
  • Excellent communication skills, both verbal and written, along with empathy and problem-solving abilities.
Preferred Experience
  • Previous experience in a community mental health setting or similar environment.
  • Familiarity with integrated care models and collaboration with healthcare professionals.
  • Experience with evidence-based therapeutic interventions and case management practices.
Compensation and Benefits

The annual salary for this position ranges from USD 70,000 to 100,000, commensurate with experience and qualifications. In addition to competitive salary compensation, we offer:

  • Comprehensive health insurance options, including medical, dental, and vision coverage.
  • Retirement plans with employer contributions to support your long-term financial wellness.
  • Generous paid time off, inclusive of vacation days, sick leave, and personal days.
  • Professional development opportunities designed to enhance your skills and keep you informed of industry best practices.
  • A sign-on bonus to welcome you to our dedicated team.
Career Growth Opportunities

Working at Uplift Hub Social Work presents various opportunities for professional growth. You will have access to ongoing training and development programs that allow you to stay ahead in the evolving landscape of mental health care. As a member of our team, you will also have the chance to take on leadership roles within the organization as we expand our services and outreach.

Why Join Our Team

At Uplift Hub Social Work, you will join a mission-driven organization that prioritizes community well-being, mental health advocacy, and collaborative care. By becoming a part of our team, you will have the opportunity to make a profound difference in people's lives while working in an environment that values your contributions and supports your professional journey.

Application Information

If you are ready to impact mental health in meaningful ways and are excited about the opportunity to work with us at Uplift Hub Social Work, we encourage you to apply today. Please submit your resume and a cover letter detailing your qualifications and passion for social work.

Apply