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Entry Level Wealth Management Advisor Jobs in Tennessee

US Bank

PWM Private Wealth Advisor

Nashville, TN · Hybrid

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

U.S. Bank

PWM Private Wealth Advisor

Nashville, TN · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

Seven Springs Wealth Group

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 ...

HHM CPAs

Wealth Advisor

Chattanooga, TN

HHM Wealth Advisors, LLC Incumbent advisor is expected to utilize our financial planning process ... management (AUM) fees. Job Duties: Not in any order of priority * Maintain specific service model ...

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Entry Level Wealth Management Advisor information

See Tennessee salary details

$42.7K

$93.6K

$134.8K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for entry level wealth management advisor in Tennessee is $93,557.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $112,100.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

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 are popular job titles related to Entry Level Wealth Management Advisor jobs in Tennessee?

For Entry Level Wealth Management Advisor jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Tennessee look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Tennessee are:

What cities in Tennessee are hiring for Entry Level Wealth Management Advisor jobs?

Cities in Tennessee with the most Entry Level Wealth Management Advisor job openings:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Tennessee as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $93,557 per year, or $45 per hour.

Wealth Advisor (Morristown East Branch)

ORNL Federal Credit Union

Morristown, TN • On-site

Full-time

Posted 4 days ago

Job description

This position is based at our Morristown East Branch (1216 E Main Street in Morristown, TN 37814). 

Role: 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 wealth at ORNL Federal Credit Union. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients.  

Essential Functions & Responsibilities: 

  • Develops and implements personalized financial plans and investment strategies for clients.
  • Educates clients on various investment products and options.
  • Creates and presents planning scenarios for retirement, education savings, and other financial goals.
  • Stays informed about economic conditions and new financial products to enhance client portfolios.
  • Advises clients on potential enhancements to existing financial plans and identify up-sell opportunities.
  • Monitors client portfolios to ensure they align with the appropriate risk profile.
  • Adheres to all regulatory and organizational policies and procedures.
  • Potentially sells or coordinates the purchase of additional financial products or services to clients.
  • Performs other job-related duties as assigned. 

Experience: Two or more years of experience in Wealth Management or Financial Advising is required. 

Education: Bachelor’s degree in business or related field or equivalent education and experience is required.  Series 7, Series 66 (or equivalent) and Tennessee Life and Health is required.

Other Skills Required: 

  • Broad knowledge of investment products and financial planning.
  • Strong knowledge of financial investment strategies, products and insurance.
  • Strong understanding of economic conditions and market trends.
  • Excellent communication and interpersonal skills.
  • Ability to develop and maintain client relationships.
  • Compliance with regulatory and organizational policies.
  • Proficiency in Microsoft 365 to include Outlook, Word, Excel, and PowerPoint.
  • Excellent organizational skills.
  • Excellent written and verbal communication skills, including business writing ability.
  • Excellent time management skills and accustomed to working with deadlines.
  • Strong customer service orientation required.
  • Detail oriented and accurate.

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