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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
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 ...
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 ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills. What your day looks like: * Provides ...
Client Service Associate-Wealth Services
Bristol, TN · On-site
$14 - $19.50/hr
Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills. What your day looks like: * Provides ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor III
Nashville, TN · On-site
... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...
Wealth Advisor
$80K - $95K/yr
Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
$80K - $95K/yr
Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Associate - National Team
Nashville, TN · On-site
Position Overview Bernstein Private Wealth Management is a premier investment management firm ... We are seeking an Associate to join the National Associate Team (NAT) based in our Nashville ...
Associate - National Team
Nashville, TN · On-site
Position Overview Bernstein Private Wealth Management is a premier investment management firm ... We are seeking an Associate to join the National Associate Team (NAT) based in our Nashville ...
Position Overview Bernstein Private Wealth Management is a premier investment management firm ... We are seeking an Associate to join the National Associate Team (NAT) based in our Nashville ...
Position Overview Bernstein Private Wealth Management is a premier investment management firm ... We are seeking an Associate to join the National Associate Team (NAT) based in our Nashville ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Private Wealth Portfolio Management Group supports the implementation of our private client ... The associate will gain an understanding of private wealth management and the customization we ...
Private Wealth Portfolio Management Group supports the implementation of our private client ... The associate will gain an understanding of private wealth management and the customization we ...
Private Wealth Portfolio Management Group supports the implementation of our private client ... The associate will gain an understanding of private wealth management and the customization we ...
Private Wealth Portfolio Management Group supports the implementation of our private client ... The associate will gain an understanding of private wealth management and the customization we ...
WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...
WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...
Wealth Management Associate information
See Tennessee salary details
$9.82 - $11.66
7% of jobs
$13.48 is the 25th percentile. Wages below this are outliers.
$11.66 - $13.51
18% of jobs
$13.51 - $15.35
18% of jobs
The median wage is $15.81 / hr.
$15.35 - $17.20
27% of jobs
$17.98 is the 75th percentile. Wages above this are outliers.
$17.20 - $19.04
11% of jobs
$19.04 - $20.89
3% of jobs
$20.89 - $22.73
2% of jobs
$22.73 - $24.57
2% of jobs
$24.57 - $26.42
5% of jobs
$26.42 - $28.26
3% of jobs
$28.26 - $30.11
3% of jobs
$9
$18
$30
How much do wealth management associate jobs pay per hour?
As of Jul 27, 2026, the average hourly pay for wealth management 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.
How many financial advisors make $500,000 a year?
In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.
What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?
As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.
What is the role of a wealth management associate?
A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.
What is a Wealth Management Associate?
A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.
What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?
To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
Is $200,000 enough to work with a financial advisor?
For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.
What is an associate in wealth management?
A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Tennessee? The most popular types of Wealth Management jobs in Tennessee are:
What are popular job titles related to Wealth Management Associate jobs in Tennessee? For Wealth Management Associate jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Tennessee look for? The top searched job categories for Wealth Management Associate jobs in Tennessee are:
What cities in Tennessee are hiring for Wealth Management Associate jobs? Cities in Tennessee with the most Wealth Management Associate job openings:
Full-time
Posted 20 hours ago
Bank Of America rating
8.2
Based on 521 frontline employees who took The Breakroom Quiz
52nd of 170 rated banks
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Key Qualifications for the role:
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
- Work with highly affluent clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Provide products and services to each client, working with cross line of business partners
- Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients' digital experience with the firm
- Create ease of access and interaction, while protecting their privacy and security
- Find opportunities to innovate every day
Key Qualifications for the role:
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
- Product Knowledge: Foundational knowledge of investment and banking products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detailed oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication, and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998