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Associate Wealth Manager Jobs in Tennessee (NOW HIRING)

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

TIAA

Wealth Advisor

Nashville, TN

$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 ...

Truist

Wealth Advisor III

Nashville, TN

... 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 ...

Truist

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 ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Tennessee

Associate Wealth Manager information

See Tennessee salary details

$11

$23

$45

How much do associate wealth manager jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for associate wealth manager in Tennessee is $23.07, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $27.07 per hour, depending on experience, location, and employer.

What are some common challenges faced by Associate Wealth Managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an Associate Wealth Manager, and why are they important?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

What does a wealth manager get paid?

The average salary for a wealth manager varies based on experience, location, and client base, but typically ranges from $70,000 to $150,000 annually. Many wealth managers also earn commissions or bonuses based on client assets and performance. Certifications like the Certified Financial Planner (CFP) can influence earning potential.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including associate wealth managers with extensive experience and high-net-worth clients, earn $500,000 or more annually. Achieving this level typically requires advanced certifications, a strong client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the industry.

Is 200,000 enough to work with a financial advisor?

For an Associate Wealth Manager, a client with $200,000 in assets is typically considered to be in the mid-range for wealth management services. Many advisors set minimum account sizes that can range from $50,000 to $250,000, depending on their firm and service offerings, making $200,000 a common starting point for personalized financial planning and investment management. Skills in financial analysis and certifications like the CFP can help advisors serve clients with this level of assets effectively.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Tennessee? For Associate Wealth Manager jobs in Tennessee, the most frequently searched job titles are:
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What cities in Tennessee are hiring for Associate Wealth Manager jobs? Cities in Tennessee with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Tennessee as of July 2026, with employment types broken down into 100% Full Time. Highlights an 91% In-person, and 9% Hybrid job distribution, with an average salary of $47,979 per year, or $23.1 per hour.

Client Service Associate-Wealth Services

Brown Edwards

Bristol, TN • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Description
A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.
Core Values: Integrity : Community : Respect : Excellence : Transformative
We are seeking a Client Service Associate to join our team in Bristol, TN!
The Client Service Associate is responsible for providing foundational operational and administrative support to Wealth Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate execution of client service activities, account administration, and internal coordination to support a consistent, high-quality client experience. Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills.
What your day looks like:
  • Provides administrative and operational support to Advisors and the BEWS team to ensure timely and accurate client service.
  • Assists with preparation of client meeting materials, reports, and documentation.
  • Supports account administration activities, including new account setup, maintenance requests, and processing of service items in accordance with firm and custodian requirements.
  • Maintains accurate and up-to-date client information in customer relationship management (CRM) systems and other firm-supported platforms.
  • Coordinates internal workflows, tracks open items, and escalates issues or questions appropriately.
  • Interacts with clients via phone, email, and electronic correspondence in a professional and courteous manner.
  • Assists with document management, record retention, and compliance-related filing requirements.
  • Learns firm systems, tools, and procedures and applies them consistently and accurately.
  • Collaborates with Advisors, Client Relationship Specialists, and Operations team members to support overall client service delivery.
  • Identifies opportunities to improve internal processes and client service workflows and communicates suggestions to appropriate team members.
  • Participates in training activities to build knowledge of firm services, procedures, and wealth management operations.
  • Performs other duties and special projects as assigned.
  • Maintains firm confidentiality.
  • Follows firm policies by conforming to procedures outlined in the Associate Handbook.
  • Develops an understanding of the firm's vision, plan, and strategies and their role in achieving them.
  • Works sufficient hours needed in order to complete projects assigned.

What you need for this role:
  • Bachelor's degree preferred; equivalent education or relevant experience may be considered.
  • Demonstrated interest in financial services, wealth management, or professional services.
  • Strong communication, organizational, and analytical skills.
  • General experience using Microsoft Office software applications and ability to learn firm-supported technology platforms.
  • Ability to work accurately with detailed information while managing multiple priorities and deadlines.
  • Basic understanding of client service principles and professional standards expected in a regulated environment.
  • Ability to interact professionally and effectively with clients, Advisors, and team members.
  • Commitment to learning firm services, systems, and processes and to ongoing professional development.

What you can expect from us:
  • Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
  • 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
  • Competitive compensation and annual merit considerations.
  • Annual and engagement-based performance assessments.
  • Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
  • Flexible working options with generous PTO.
  • "Dress for Your Day" policy.
  • Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
  • Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
  • Collaborative work groups or "niches" provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.

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