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Entry Level Wealth Management Advisor Jobs in Tennessee

HHM CPAs

Wealth Advisor

Chattanooga, TN · On-site

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 ...

SmartBank

Financial Advisor

Franklin, TN · On-site

$65 - $85/hr

Raymond James Financial Services**, our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a ...

SmartBank

Financial Advisor

Franklin, TN · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... Deliver Personalized Wealth Management Solutions * Assess clients' financial needs, investment ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

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 ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

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 ...

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All JobsWealth Management Advisor JobsEntry Level Wealth Management Advisor JobsEntry Level Wealth Management Advisor Jobs in Tennessee

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 Sep 3, 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 1% As Needed, 82% Full Time, 14% Part Time, 2% Contract, and 1% Nights. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $93,557 per year, or $45 per hour.

Financial Advisor/Wealth Manager - Nashville

Tristate Financial Advisors

Nashville, TN • On-site

$100K/yr

Other

Posted 3 days ago

New

Job description

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.



On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support



TFA is different from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast-paced, yet laid back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.



Some features of this position include:

  • One-on-one training from seasoned leaders in the local financial planning industry include
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities.



Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualified to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office


Compensation will be given after completion of licenses and qualifications met for being an financial advisor. Average earnings of a first- year Financial Advisors exceed $70,000 with top earner making an excess of $100,000.


Visit our website at http://www.tristatefa.com

Apply