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Wealth Planning Associate Jobs in Tennessee (NOW HIRING)

Jackson National Life

Planning Director

Nashville, TN · On-site

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose ... wealth planning strategies. This individual acts as a consultant and liaison to the sales force and ...

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Truist

Wealth Advisor III

Nashville, TN · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III

Nashville, TN · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

TIAA

Wealth Advisor

Nashville, TN

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Tennessee

Wealth Planning Associate information

See Tennessee salary details

$34.9K

$71.1K

$98K

How much do wealth planning associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for wealth planning associate in Tennessee is $71,051.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,100.00 and $83,000.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

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

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Tennessee? For Wealth Planning Associate jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Tennessee look for? The top searched job categories for Wealth Planning Associate jobs in Tennessee are:
What cities in Tennessee are hiring for Wealth Planning Associate jobs? Cities in Tennessee with the most Wealth Planning Associate job openings:
Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $71,051 per year, or $34.2 per hour.

Planning Director

Jackson National Life Insurance Company

Nashville, TN • On-site

Full-time

Posted 4 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual acts as a consultant and liaison to the sales force and a business partner to their advisors by communicating, identifying, and helping to close sales opportunities. The Planning Director mentors, provides guidance, and trains other staff members.
Essential Responsibilities
  • Communicates advanced strategies concepts to wholesalers and representatives over the phone and in-person.
  • Conducts advanced strategies presentations on advanced sales concepts.
  • Develops and manages a business plan to enhance sales in assigned territory.
  • Develops advanced strategies presentations, marketing materials, and white papers.
  • Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
  • Responds to, follows up on, and makes outbound calls to support sales.
  • Conducts research to stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
  • Conducts continuing education programs.
  • Provides training to sales desk employees, external wholesalers, and other associates.
  • Provides training and assistance to Advanced Strategies Consultants.
  • Sets the example for advanced strategies conduct, commitment, and performance.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Expertise in annuities, mutual funds, and other investment related sales strategies.
  • Expertise in advanced case design, including but not limited to estate planning, taxation, retirement plans, and charitable giving.
  • Strong verbal and written communication skills.
  • Strong presentation skills with demonstrated experience in public speaking.
  • Solid relationship building and interpersonal skills.
  • Demonstrated sales skills.
  • Strong research and analytical skills.
  • Ability to work autonomously in a collegial environment
  • Up to 25%+ travel required.

Qualifications
  • Bachelor's Degree required.
  • Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred.
  • 8+ years of experience in financial services sales or consultation required.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7 within 60 Days required.
  • FINRA Series 63 within 60 Days required.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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