Financial Advisor Jobs in Tennessee
Financial Advisor jobs in Tennessee are in strong demand, with active hiring concentrated in wealth management, retirement planning, and insurance-linked advisory services at levels from entry-level associates through senior wealth managers. Nashville, Memphis, and Knoxville account for the bulk of openings, where established firms like Raymond James, Edward Jones, and Regions Bank maintain significant Tennessee footprints. Client-facing relationship roles and fee-based financial planning specialists are among the most sought-after concentrations across the state. Find a role that fits below and apply directly.
Find Financial Advisor JobsOverview
Showing 5 of 42+ Financial Advisor jobs
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele
Required Qualifications:
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele
Required Qualifications:
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
Shift:
1st shift (United States of America)Hours Per Week:
40See All 42 Financial Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Tennessee
Where Tennessee roles are concentrated, by current openings.
Financial Advisor Job Market in Tennessee
A snapshot from current Tennessee openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services12
- Investment & Asset Management4
- Insurance1
What Tennessee Employers Look For
The qualifications that appear most often in financial advisor jobs across Tennessee.
- Active FINRA Series 65 or Series 66 registration recognized in Tennessee
- Bachelor's degree in finance, economics, business, or a closely related field
- Current FINRA Series 7 license or ability to obtain one within a defined period
- Demonstrated experience building and managing a client book of business
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong written and verbal communication skills for client-facing advisory work
Financial Advisor Jobs in Tennessee: Frequently Asked Questions
How do you become a financial advisor in Tennessee?
To become a financial advisor in Tennessee, you need to pass the relevant FINRA licensing exams and register with the Tennessee Department of Commerce and Insurance Securities Division. Most roles require at minimum a Series 65 or a combination of Series 7 and Series 66. A bachelor's degree in finance, business, or economics is the standard educational baseline. Many candidates also pursue the CFP designation to strengthen their credentials with Tennessee employers.
Which companies hire financial advisors in Tennessee?
Employers hiring financial advisors in Tennessee right now include Northwestern Mutual, Truist, and Bank of America, based on current listings on Migrate Mate as of September 2026. Tennessee's mix of regional banks, independent advisory firms, and national brokerage branches creates consistent demand across the state throughout the year.
Which Tennessee cities have the most financial advisor jobs?
Nashville, Brentwood, and Memphis lead Tennessee for financial advisor openings. Nashville drives the largest share of postings as the state's financial and corporate headquarters hub, while Memphis benefits from its concentration of regional banks and insurance carriers, and Knoxville's growth in wealth management services reflects its expanding professional population.
Are there remote financial advisor jobs in Tennessee?
Yes, though they're less common than in purely analytical fields because financial advising relies heavily on in-person client relationships. About 0% of financial advisor openings tied to Tennessee are remote or hybrid as of September 2026, which is a meaningful share. Roles focused on back-office financial planning, portfolio analysis, or phone-based advisory services are the most likely to offer remote flexibility.
How can I get hired as a financial advisor in Tennessee with little or no experience?
The most realistic entry path is a client associate or financial advisor trainee position at a regional bank or brokerage firm operating in Tennessee. Institutions like Regions Bank and Edward Jones run structured new-advisor development programs designed for candidates without a client book. Completing your Series 65 exam before applying gives you a clear edge. Lateral moves from banking, insurance sales, or accountancy roles are also common starting points at Tennessee firms.
Where can I find and apply to financial advisor jobs in Tennessee?
You can find and apply to financial advisor jobs in Tennessee on Migrate Mate, which lists current openings tied to Tennessee employers. Find the roles that fit your experience and credentials and apply directly through the listings.
See All 42 Financial Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs