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Investment Advisor Associate Jobs in Tennessee (NOW HIRING)

S.E.E.D. Planning Group

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Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

Position Overview The Investment Associate - Trading plays a key role in supporting the firm ... and advisors, and help enhance trading and portfolio management workflows as experience and ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and ... Educate Advisors, Client Service Associates, and Client Administration Associates on trust ...

New

Aon

Senior Trust Advisor

Franklin, TN · On-site

$134K - $135K/yr

Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and ... Educate Advisors, Client Service Associates, and Client Administration Associates on trust ...

New

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site

$131K - $132K/yr

Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and ... Educate Advisors, Client Service Associates, and Client Administration Associates on trust ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

Coordinating annual trust reviews, including investment and portfolio discussions with Advisors and ... Educate Advisors, Client Service Associates, and Client Administration Associates on trust ...

W3Global Inc.

Associate Financial Advisor

Chattanooga, TN · On-site

$60K - $120K/yr

About the job Join a Firm Built for Advisors We're a growing independent Registered Investment Advisory (RIA) firm seeking an experienced Financial Advisor who is looking for more than a traditional ...

SmartBank

Financial Advisor

Franklin, TN · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... We invest in our associates, too. In addition to a competitive compensation package, we offer:

TIAA

Wealth Advisor

Nashville, TN · On-site

$80K - $95K/yr

Tailors investment strategies for clients, identifying objectives and constraints including ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Walker Automotive,Inc

Service Advisor

Clarksville, TN

$60K - $120K/yr

Experience: 3-5 years in high-level service advisory/sales OR an Associate's Degree with proven ... want to invest in you. ?? WHY YOU'LL LOVE IT AT WALKER AUTOMOTIVE?? 1. A Culture That Actually ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Tennessee

Investment Advisor Associate information

See Tennessee salary details

$34.9K

$61K

$102.1K

How much do investment advisor associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment advisor associate 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 is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are the most commonly searched types of Investment Advisor jobs in Tennessee? The most popular types of Investment Advisor jobs in Tennessee are:
What are popular job titles related to Investment Advisor Associate jobs in Tennessee? For Investment Advisor Associate jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Associate jobs in Tennessee look for? The top searched job categories for Investment Advisor Associate jobs in Tennessee are:
What cities in Tennessee are hiring for Investment Advisor Associate jobs? Cities in Tennessee with the most Investment Advisor Associate job openings:
Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $60,953 per year, or $29.3 per hour.

Investment Portfolio Associate-Memphis, TN

Raymondjames

Memphis, TN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Additional licenses or designations may be required as needed.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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