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Wealth Advisor Associate Jobs in Tennessee (NOW HIRING)

TIAA

Wealth Advisor

Nashville, TN ยท On-site

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

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 ...

Seven Springs Wealth Group

Wealth Associate

Brentwood, TN ยท On-site

$15 - $19.75/hr

  • Medical

  • Retirement

Working alongside Wealth Advisors and Client Service Managers, the Wealth Associate transforms planning strategies into thoughtful client recommendations, actively participates in client ...

New

Truist

Wealth Advisor III

Nashville, TN ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Brown Edwards

Client Service Associate-Wealth Services

Bristol, TN ยท On-site

$14 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Associates develop a working knowledge of wealth management services, processes, and ... Provides administrative and operational support to Advisors and the BEWS team to ensure timely and ...

Brown Edwards

Client Service Associate-Wealth Services

Bristol, TN ยท On-site

$14 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Associates develop a working knowledge of wealth management services, processes, and ... Provides administrative and operational support to Advisors and the BEWS team to ensure timely and ...

TekSky

Associate Financial Advisor

Knoxville, TN ยท On-site

What You'll Own Day-to-Day 1. Wealth Management Operations & Client Service * Handle account ... Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical:

SageSpring Wealth Partners

Service Desk Associate

Franklin, TN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

JOB SUMMARY The Service Desk Associate provides administrative and operational support to Financial ... This is an exciting opportunity to join a Forbes' Best-In-State Wealth Advisors recipient, and the ...

Bank of America

Private Wealth Client Associate

Knoxville, TN ยท 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 ยท 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 Advisor Associate JobsWealth Advisor Associate Jobs in Tennessee

Wealth Advisor Associate information

See Tennessee salary details

$34.9K

$61K

$102.1K

How much do wealth advisor associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for wealth 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 a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the most commonly searched types of Wealth Advisor jobs in Tennessee?

The most popular types of Wealth Advisor jobs in Tennessee are:

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

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

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

The top searched job categories for Wealth Advisor Associate jobs in Tennessee are:

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

Cities in Tennessee with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $60,953 per year, or $29.3 per hour.