Client Advisor Jobs in Tennessee
Client Advisor jobs in Tennessee are concentrated in financial services, wealth management, insurance, and private banking, with demand ranging from associate-level positions to senior relationship managers serving high-net-worth clients. Nashville, Memphis, and Knoxville generate the most openings, anchored by employers such as Truist, Regions Bank, and Northwestern Mutual, which maintain significant Tennessee operations. The most consistently sought specialties are investment advisory, insurance product consulting, and commercial banking relationship management. Scan the live roles below and apply to whichever ones fit.
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AI Solutions Advisor– Client Success
Love AI? Make it useful. Make people feel supported.
Are you the person who enjoys exploring a new tool—and helping someone else have that “now I get it” moment? Bring that curiosity, warmth and enthusiasm to eDist. This is an opportunity to work hands-on with AI, become a trusted product resource and help clients feel confident before and after they buy. You do not need to arrive as an expert. You do need to enjoy learning, explaining and following through.
Who we are
eDist is a Client Success organization connecting clients and channel partners with subscription software, companion products, training, support and professional services through our platform-as-a-service business. Healthcare is a core focus; our approach spans brands and industries. We create the “thrill” through useful demonstrations, thoughtful guidance and follow-through that makes people feel genuinely looked after.
Your role
Develop subject matter expertise in an assigned vendor’s products and relevant companion solutions. Your portfolio may include Microsoft Dragon Copilot and related software or hardware. Working alongside Sales, vendors and Pro Services, you will connect what the technology does with how people actually work.
What you will do
Learn the technology. Understand product capabilities, technical requirements, practical workflows and limitations. Stay current through hands-on practice, vendor education, release updates and competitive research.
Make the demonstration count. Lead engaging demos, webinars and partner presentations. Listen first, tailor your examples, explain real-world value without jargon, invite questions and establish a clear next step.
Help Sales earn confidence. Support discovery, trials and product questions before the sale. Work with Sales and reseller partners, including corporate account resellers such as Insight, SHI and Connection.
Recommend the right services. Identify needs for setup, onboarding, training, workflow guidance or technical help. Confirm needs and scope with Pro Services before commitments are made. Recommend what will help the client succeed—not unnecessary extras.
Stay involved after purchase. Reinforce product use, listen to adoption concerns and coordinate the right Support or Pro Services help. Keep clear notes, communicate next steps and close the loop.
Build and share knowledge. Work closely with eDist Pro & Technical Services on demo scripts, quick-start guides, FAQs, videos and training content. Explain product changes, flag affected materials and keep delivery teams up to speed.
People skills. Product curiosity. Follow-through.
Warm, approachable communication. You enjoy starting conversations and helping people feel comfortable. You listen thoughtfully, adapt your explanation and take satisfaction in someone else’s success.
Demonstration potential. You enjoy showing how things work and welcome opportunities to present. Classroom presentations, peer coaching and club activities count; polished webinar experience is not required.
Practical AI curiosity. You have used AI in school, work or a personal project and can explain what helped. You check outputs and protect confidential information rather than assuming every answer is correct.
Teamwork with ownership. You share credit, welcome feedback and coordinate willingly. You organize competing priorities, track commitments and keep people informed until the work is complete.
Accuracy and sound judgment. You verify product claims, follow approved security and privacy practices, and speak up respectfully when a request needs clarification. You are comfortable saying, “Let me confirm that,” rather than guessing or overpromising.
Energy for learning. You are comfortable with everyday software and willing to learn Microsoft tools and vendor products. You try new approaches responsibly and turn feedback into better demonstrations, content and client guidance.
New to the field? You belong in the conversation.
New graduates, career changers, current eDist team members and candidates with relevant experience are welcome. No specific degree or minimum number of years is required. Show us how you learn, communicate and help people. Coursework, internships, campus activities, volunteering and personal projects all count.
Helpful, not required: experience with Microsoft 365 Copilot Agentic or Teams, healthcare workflows, customer service, reseller channels, product support, training content or companion software and hardware. Prior Dragon Copilot expertise is not required.
Why this work is rewarding
Work with AI and business technology, not just talk about it. Enjoy variety across demonstrations, client conversations, product learning and content creation. Build expertise through vendor education and collaboration with Sales and Pro Services. Bring ideas that make technology easier to understand—and see your work help people every day.
A real-world moment in this role
A client enjoys your demo but is unsure how their team will get started. You ask about their workflow, show a relevant example and identify where onboarding or training would help. You coordinate the recommendation with Sales and Pro Services, make the handoff clear and check back after purchase. The client feels supported; Sales knows what was promised; the delivery team understands the goal.
What success looks like
Clear, accurate demonstrations. Clients who feel heard. Useful service recommendations. Responsive follow-up. Current learning content. Teamwork that supports adoption, license growth and lasting relationships.
Bring your curiosity. Help people succeed.
Apply with your resume and complete our seven short screening questions. We welcome examples from everyday life as well as school or work. Let us see how you turn an interest in technology into something useful for others.
How to Apply
Please apply directly through Indeed. TopDog HR, in partnership with eDist, will review applications and contact selected candidates for the next step in the process.
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Application Question(s):
- Tell us about an AI tool you have used in school, work or a personal project. What problem were you trying to solve, how did you learn the tool, and how did you check that its output was accurate and safe to use?
- Choose an AI or software tool you know. Write the opening of a demonstration for a first-time user: ask one question about their needs, explain a useful real-world benefit in plain language, and describe what you would show first.
- A client likes your demonstration but is unsure how their team will get started. What would you ask to understand their needs, how would you help Sales decide which professional services to recommend, and how would you stay involved after the purchase?
- Describe a time you helped someone who was confused or frustrated with technology. How did you listen, work with others or ask for help when needed, and follow through? What did you learn or share that would help the next person?
- What annual base salary range, in U.S. dollars, would you expect for this role? If you also have expectations for bonus or other incentive compensation, list those separately. Please provide expectations only, not current or past compensation.
- Do you live in the North GA or Chattanooga TN area?
Work Location: Remote
See All 8 Client Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Tennessee
Where Tennessee roles are concentrated, by current openings.
Client Advisor Job Market in Tennessee
A snapshot from current Tennessee openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Tennessee Employers Look For
The qualifications that appear most often in client advisor jobs across Tennessee.
- Active Tennessee insurance producer license or FINRA Series 7 and 66 registrations where required
- Bachelor's degree in finance, business administration, economics, or a related field
- Demonstrated experience building and managing a client portfolio or book of business
- Proficiency with CRM platforms such as Salesforce and financial planning software
- Strong consultative communication skills for in-person and remote client interactions
- CFP, ChFC, or similar professional designation preferred for wealth management roles
Client Advisor Jobs in Tennessee: Frequently Asked Questions
How do you become a client advisor in Tennessee?
The path depends on the specialty. For insurance-based client advisor roles, you must obtain a Tennessee insurance producer license through the Tennessee Department of Commerce and Insurance, which requires completing pre-licensing education and passing a state exam. For securities and investment advisory roles, FINRA Series 7 and Series 66 registrations are standard. Most Tennessee employers also require a bachelor's degree in finance, business, or a related field, and many prefer candidates pursuing the CFP designation.
Which companies hire client advisors in Tennessee?
Companies currently hiring client advisors in Tennessee include JPMorganChase, Braswell & Son Pawnbrokers, and Truist, per current listings on Migrate Mate as of November 2026. Tennessee's strong financial services and insurance sectors mean large regional banks and national wealth management firms maintain consistent hiring pipelines across the state.
Which Tennessee cities have the most client advisor jobs?
Franklin, Clarksville, and Memphis have the most client advisor openings in Tennessee. Nashville leads because of its concentration of corporate headquarters, regional bank offices, and insurance carriers, while Memphis draws significant activity from its established commercial banking and wealth management sectors, and Knoxville supports steady hiring through its regional financial institutions and growing professional services market.
Are there remote client advisor jobs in Tennessee?
Yes, but they are less common than in purely analytical roles because client advisor work often relies on in-person relationship building and trust. About 33% of client advisor openings tied to Tennessee are remote or hybrid as of November 2026, reflecting a mix of arrangements. The portions of the role most likely to be done remotely are financial planning consultations, virtual onboarding calls, and portfolio review meetings with established clients.
How can I get hired as a client advisor in Tennessee with little or no experience?
The most realistic entry point is a financial services associate or banking representative role at a Tennessee regional bank or insurance carrier, where you build client-facing skills before moving into an advisory seat. Truist and Regions Bank both run structured new-associate programs in Tennessee that develop relationship management competencies from the ground up. Obtaining your Tennessee insurance producer license before applying gives you a concrete credential that signals commitment, and lateral moves from licensed customer service or personal banker roles are a common pathway hiring managers in Tennessee recognize.
Where can I find and apply to client advisor jobs in Tennessee?
You can find and apply to client advisor jobs in Tennessee on Migrate Mate, which lists current openings from employers across the state. Search the available roles, identify the ones that fit your background and the Tennessee city or region you are targeting, and apply directly through each listing.
See All 8 Client Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Client Advisor Jobs