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Wealth Management Jobs in Tennessee (NOW HIRING)

Professions Inc

Private Wealth Advisor

Nashville, TN · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Seven Springs Wealth Group

Wealth Associate

Brentwood, TN · On-site

$15 - $19.75/hr

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

Pwc

Asset & Wealth Management Tax Director

Nashville, TN · On-site

$150K - $438K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

Wealth Access

Product Manager

Nashville, TN · On-site

... wealth management technology platform. This role works closely with clients, internal stakeholders, and cross-functional teams-including engineering, design, sales, and client success-to deliver ...

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Wealth Management information

See Tennessee salary details

$68.1K

$88.7K

$106.2K

How much do wealth management jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth management in Tennessee is $88,698.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $98,900.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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 jobs in Tennessee?

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

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

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

What cities in Tennessee are hiring for Wealth Management jobs?

Cities in Tennessee with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $88,698 per year, or $42.6 per hour.

Wealth Management Client Associate

Bank of America

Kingsport, TN • On-site

Full-time

Re-posted 28 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 530 frontline employees who took The Breakroom Quiz

50th of 171 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:
  • 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

What Bank Of America employees say

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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

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