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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Position Overview
We are seeking a detail-oriented and client-focused Aviation Client Service Advisor to join our team. The Client Service Advisor is responsible for servicing and supporting client accounts, managing renewals, maintaining strong insurance company relationships, and ensuring a high level of customer satisfaction.
This role is ideal for an experienced customer service, insurance or aviation professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.
Key Responsibilities
Client Account Servicing
- Serve as the point of contact for assigned client accounts
- Manage day-to-day servicing needs including policy changes, endorsements, certificates, and audits
- Respond promptly and professionally to client inquiries and service requests
- Conduct policy reviews to ensure appropriate coverage and alignment with client needs
Renewals & Retention
- Help manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
- Coordinate with producers and insurance companies to obtain competitive renewal coverage options
- Support agency retention efforts by providing consistent, high-quality service
Carrier & Underwriting Coordination
- Work closely with insurance company underwriters to obtain quotes and negotiate pricing and coverage terms
- Prepare and submit accurate applications with supporting documentation
- Monitor underwriting guidelines and requirements to ensure compliance
Compliance & Administrative Duties
- Maintain accurate and up-to-date client records in Applied EPIC
- Ensure policies, endorsements and documentation comply with state regulations and agency procedures
- Assist with customer claims
- Maintain required licenses and complete continuing education as required
- Invoicing and payment follow up
Collaboration & Support
- Work collaboratively with producers, account managers, and leadership
- Assist with onboarding new accounts
- Identify opportunities for process improvement and operational efficiency
Qualifications
Experience
- Minimum of 3 years of customer service experience, insurance or aviation experience is a plus.
- Ability to manage multiple accounts and deadlines with accuracy and attention to detail
Education
- Associates or Bachelors degree preferred with an emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, Accounting or a related field
- Equivalent insurance industry experience may be considered in lieu of a degree
Skills & Competencies
- Strong written and verbal communication skills
- High level of organization and attention to detail
- Ability to work on your own or as a part of a team
- Client-focused mindset with strong problem-solving abilities
- Ability to explain insurance concepts clearly and professionally
- Proficiency with Microsoft Office and insurance agency systems
Compensation & Benefits
- Starting salary of $55,000 and higher, based on experience and qualifications
- Performance-based increases and career advancement opportunities
- Paid time off and paid holidays
- Health, dental, vision, and retirement benefits (as applicable)
- Continuing education and professional development support
Why Join Us?
- Competitive compensation with long-term growth potential
- Supportive, team-oriented work environment
- Opportunity to work with established carriers and a diverse client base
- Emphasis on service excellence and client retention
- Stability and career growth within a respected insurance organization
See All 6 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, Truist, and CS&A Insurance, per current listings on Migrate Mate as of August 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?
Clarksville, Nolensville, and Franklin 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 0% of client advisor openings tied to Tennessee are remote or hybrid as of August 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 6 Client Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
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