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Client Advisor Jobs in Tennessee (NOW HIRING)

Sonata Bank

Client Advisor

Brentwood, TN · On-site

As a Client Advisor, your role is to provide comprehensive financial advice and services to clients while ensuring an exceptional customer experience. You will act as a trusted advisor, guiding ...

Sonata Bank

Client Advisor

Brentwood, TN · On-site

As a Client Advisor, your role is to provide comprehensive financial advice and services to clients while ensuring an exceptional customer experience. You will act as a trusted advisor, guiding ...

Carlock Automotive Group

Client Advisor

Madison, TN · On-site

Client Advisor - Automotive Join the Team That's Redefining What a Car Dealership Can Be If you're ready to put your sales career in the fast lane, Volkswagen of North Nashville isn't just another ...

Carlock Automotive Group

Client Advisor

Madison, TN

Client Advisor - Automotive Join the Team That's Redefining What a Car Dealership Can Be If you're ready to put your sales career in the fast lane, Volkswagen of North Nashville isn't just another ...

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All JobsClient Advisor JobsClient Advisor Jobs in Tennessee

Client Advisor information

See Tennessee salary details

$13

$28

$81

How much do client advisor jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client advisor in Tennessee is $28.35, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $30.77 per hour, depending on experience, location, and employer.

What is a Client Advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

How does a Client Advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

What are the most commonly searched types of Client Advisor jobs in Tennessee? The most popular types of Client Advisor jobs in Tennessee are:
What are popular job titles related to Client Advisor jobs in Tennessee? For Client Advisor jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Client Advisor jobs in Tennessee look for? The top searched job categories for Client Advisor jobs in Tennessee are:
What are popular job titles related to Client Advisor jobs in TN? For Client Advisor jobs in TN, the most frequently searched job titles are:
Client Advisor jobs near you
Infographic showing various Client Advisor job openings in Tennessee as of June 2026, with employment types broken down into 2% Internship, 88% Full Time, 6% Part Time, 2% Contract, and 2% Nights. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $58,970 per year, or $28.4 per hour.
Client Advisor

Client Advisor

Sonata Bank

Brentwood, TN • On-site

Other

Posted 27 days ago

Job description

Job Summary:

As a Client Advisor, your role is to provide comprehensive financial advice and services to clients while ensuring an exceptional customer experience. You will act as a trusted advisor, guiding clients through a wide range of banking products and services, including but not limited to retail banking and loans. While the term "advisor" implies a broad knowledge base across different banking areas, this position will also emphasize digital banking expertise and a focus on advanced customer engagement.

Essential Duties & Responsibilities:

  • Serve as a primary point of contact for clients, addressing their banking needs, inquiries, and concerns promptly and professionally.
  • Build strong relationships with clients to understand their financial goals, needs, and preferences, and provide personalized recommendations accordingly.
  • Actively promote and cross-sell a wide range of banking products and services to meet clients' financial objectives, while ensuring compliance with applicable regulations.
  • Stay up to date with the latest industry trends, market conditions, and digital banking advancements to provide informed advice and guidance.
  • Assist clients in navigating digital banking platforms and promote self-service options for a seamless banking experience.
  • Educate clients on available digital and money management tools.
  • Conduct financial needs assessments to identify opportunities for enhancing clients' financial well-being through suitable banking products and services.
  • Collaborate with internal stakeholders, such as Relationship Managers, and Treasury Management Officers, and Innovation specialists, to provide holistic financial solutions to clients.
  • Proactively identify and resolve client issues or concerns, escalating complex matters to appropriate departments when necessary.
  • Adhere to regulatory and compliance guidelines, ensuring the highest standards of confidentiality, data security, and ethical conduct.
  • Participate in ongoing training and professional development activities to enhance knowledge of banking products, digital banking trends, and customer service skills.

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