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Private Wealth Associate Jobs in Tennessee (NOW HIRING)

AllianceBernstein Holding L.P.

Associate

Nashville, TN · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Associate

Nashville, TN

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein Holding L.P.

Associate

Nashville, TN · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Associate

Nashville, TN

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

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 ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

TIAA

Wealth Advisor

Nashville, TN

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

AllianceBernstein

Programmer Analyst

Nashville, TN

... Private Wealth clients, advisors, associates, and operations. The ideal candidate must be able to learn quickly, communicate effectively, multitask, and prioritize work. As a member of the Private ...

janney

About Us Harbor Wealth Planning is a multigenerational private wealth management team within Janney ... As our practice continues to grow, we are seeking a Registered Private Client Associate who wants ...

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Private Wealth Associate information

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How much do private wealth associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for private wealth associate in Tennessee is $18.03, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.75 per hour, depending on experience, location, and employer.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a desirable career path for those interested in finance and client service.

What are popular job titles related to Private Wealth Associate jobs in Tennessee?

For Private Wealth Associate jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Private Wealth Associate jobs in Tennessee look for?

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What cities in Tennessee are hiring for Private Wealth Associate jobs?

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Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $37,509 per year, or $18 per hour.

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Memphis, TN • On-site

$109K - $148K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 162 frontline employees who took The Breakroom Quiz

51st of 173 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
  • Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
  • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
  • Acquires new clients and expand services to existing clients to meet revenue growth, profitability and retention goals consistently
  • Provides guidance and solutions for the development and on-going maintenance of client needs
  • Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
  • Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
  • Bachelor's degree in business, finance, economics, accounting or related field
  • Five (5) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies
  • Ability to independently manage large client relationships
  • Anticipates client needs and is proactively provides solutions
  • Effective relationship management, business development and presentation skills
  • Effective sales, negotiation, problem solving, and interpersonal skills
  • Excellent verbal and written communication skills
  • Possess effective and proven sales experience
  • Strong initiative to be proactive and follow through on client requests

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$109,014.92 USD
Median:
$148,466.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Poplar Main
Location:
Memphis, Tennessee
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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