Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Wealth Associate
Brentwood, TN · On-site
$15 - $19.75/hr
Working alongside Wealth Advisors and Client Service Managers, the Wealth Associate transforms planning strategies into thoughtful client recommendations, actively participates in client ...
Wealth Associate
Brentwood, TN · On-site
$15 - $19.75/hr
Working alongside Wealth Advisors and Client Service Managers, the Wealth Associate transforms planning strategies into thoughtful client recommendations, actively participates in client ...
Private Wealth Advisor
Nashville, TN · Hybrid
As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...
Quick apply
Private Wealth Advisor
Nashville, TN · Hybrid
As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
THE ROLE This is a Wealth Advisor seat on the firm's flagship team, working directly alongside the ... The entities have bookkeepers, and the largest has its own internal management team. Your role is ...
THE ROLE This is a Wealth Advisor seat on the firm's flagship team, working directly alongside the ... The entities have bookkeepers, and the largest has its own internal management team. Your role is ...
THE ROLE The Senior Vice President, Wealth Advisor is a highly experienced advisor responsible for ... This individual manages a select group of complex client relationships and collaborates with other ...
Quick apply
THE ROLE The Senior Vice President, Wealth Advisor is a highly experienced advisor responsible for ... This individual manages a select group of complex client relationships and collaborates with other ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor
$80K - $95K/yr
Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
$80K - $95K/yr
Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
... Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate ... Client Service Associates develop a working knowledge of wealth management services, processes, and ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
... Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate ... Client Service Associates develop a working knowledge of wealth management services, processes, and ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
... Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate ... Client Service Associates develop a working knowledge of wealth management services, processes, and ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
... Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate ... Client Service Associates develop a working knowledge of wealth management services, processes, and ...
The Wealth Advisor develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow ...
The Wealth Advisor develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Associate Wealth Management Advisor information
See Tennessee salary details
$39.6K is the 25th percentile. Wages below this are outliers.
$34.9K - $41K
33% of jobs
$41K - $47.2K
1% of jobs
$47.2K - $53.3K
9% of jobs
The median wage is $56.6K / yr.
$53.3K - $59.4K
13% of jobs
$59.4K - $65.5K
7% of jobs
$65.5K - $71.6K
12% of jobs
$71.7K is the 75th percentile. Wages above this are outliers.
$71.6K - $77.7K
9% of jobs
$77.7K - $83.8K
6% of jobs
$83.8K - $89.9K
5% of jobs
$89.9K - $96K
2% of jobs
$96K - $102.1K
2% of jobs
$34.9K
$61K
$102.1K
How much do associate wealth management advisor jobs pay per year?
As of Aug 24, 2026, the average yearly pay for associate wealth management advisor in Tennessee is $60,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $74,900.00 per year, depending on experience, location, and employer.
What does an associate wealth management advisor do?
An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?
As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.
What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?
To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.
What is the difference between Associate Wealth Management Advisor vs Financial Advisor?
| Aspect | Associate Wealth Management Advisor | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a Series 7 and 66 licenses, sometimes a CFP designation | Often holds Series 7, 66, and CFP or CFA certifications |
| Work Environment | Supports senior advisors, works in banks, investment firms, or financial planning companies | Provides comprehensive financial planning and investment advice directly to clients |
| Employer & Industry Usage | Commonly employed by wealth management firms, banks, and financial institutions | Used across independent firms, banks, and financial planning practices |
While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.
How much does an associate wealth management advisor make?
An associate wealth management advisor typically earns between $50,000 and $70,000 annually, with potential for bonuses and commissions based on client performance. Entry-level positions may start lower, while experienced advisors with certifications like the CFP can earn higher salaries. Compensation often includes base salary, incentives, and benefits, depending on the firm and location.
What are the most commonly searched types of Wealth Management Advisor jobs in Tennessee?
The most popular types of Wealth Management Advisor jobs in Tennessee are:
What cities in Tennessee are hiring for Associate Wealth Management Advisor jobs?
Cities in Tennessee with the most Associate Wealth Management Advisor job openings:
Wealth Management Client Associate
Kingsport, TN • On-site
Bank of America •
Finance and Insurance • 10K+ employees10,000+ employees
8.2
Based on 530 frontline employees who took The Breakroom Quiz
51st of 172 rated banks
People enjoy working here
Good employer
Recommended by students
Recommended by parents
Respectful managers
Full-time
Re-posted 29 days ago
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Key Qualifications for the role:
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
- Work with highly affluent clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Provide products and services to each client, working with cross line of business partners
- Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients' digital experience with the firm
- Create ease of access and interaction, while protecting their privacy and security
- Find opportunities to innovate every day
Key Qualifications for the role:
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
- Product Knowledge: Foundational knowledge of investment and banking products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detailed oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication, and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Website
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom