Wealth Advisor Jobs in Tennessee
Wealth Advisor jobs in Tennessee are consistently in demand, with strong hiring across private banking, independent advisory firms, and insurance-affiliated wealth management practices serving clients from entry-level associate positions through senior relationship manager and portfolio director roles. Nashville, Memphis, and Knoxville lead hiring activity, anchored by employers such as Pinnacle Financial Partners, Raymond James, and Avenue Bank's successor operations now absorbed into larger regional institutions. The most sought-after specialties in the state include retirement income planning, high-net-worth client services, and trust and estate advisory work. Find a role that fits below and apply directly.
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Showing 5 of 12+ Wealth Advisor jobs
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.
Key Responsibilities and Duties
- Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
- Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
- Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
- Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
- Ensures adherence to compliance and regulatory policies as well as company standards of client care
- Acts as a fiduciary, placing client interests and outcomes first
Required Knowledge, Skills and Abilities:
Education:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
Experience:
- 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
Certifications/Licenses:
- Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
- Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Skills & Competencies:
- Advanced knowledge of the industry, financial products, and financial planning concepts
- Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
- Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
- Experience utilizing financial planning software
- Expert at collaboration and willing to help others
- Sales aptitude and experience is preferred
- An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
- Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
- Comprehensive understanding of compliance requirements
- Ability to travel up to 20% as required for client meetings, company training, etc.
Work Schedule: Business hours Monday through Friday.
Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
#LI-Hybrid
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.
Key Responsibilities and Duties
- Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
- Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
- Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
- Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
- Ensures adherence to compliance and regulatory policies as well as company standards of client care
- Acts as a fiduciary, placing client interests and outcomes first
Required Knowledge, Skills and Abilities:
Education:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
Experience:
- 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
Certifications/Licenses:
- Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
- Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Skills & Competencies:
- Advanced knowledge of the industry, financial products, and financial planning concepts
- Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
- Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
- Experience utilizing financial planning software
- Expert at collaboration and willing to help others
- Sales aptitude and experience is preferred
- An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
- Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
- Comprehensive understanding of compliance requirements
- Ability to travel up to 20% as required for client meetings, company training, etc.
Work Schedule: Business hours Monday through Friday.
Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
#LI-Hybrid
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
See All 12 Wealth Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Tennessee
Where Tennessee roles are concentrated, by current openings.
Wealth 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
What Tennessee Employers Look For
The qualifications that appear most often in wealth 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
- CFP designation or active progress toward Certified Financial Planner certification
- Proven client relationship management experience in a financial advisory setting
- Working knowledge of Tennessee trust law, estate planning vehicles, and retirement accounts
- Strong proficiency with financial planning software such as eMoney or MoneyGuidePro
Wealth Advisor Jobs in Tennessee: Frequently Asked Questions
How do you become a wealth advisor in Tennessee?
To practice as a wealth advisor in Tennessee, you must register as an Investment Adviser Representative through the Tennessee Department of Commerce and Insurance, which oversees securities licensing in the state. Most candidates pass the FINRA Series 65 exam or hold a qualifying credential such as a CFP, CFA, or CPA that waives the exam requirement. A bachelor's degree in finance or a related field is the standard educational floor for most Tennessee employers.
How much do wealth advisors make in Tennessee?
Wealth advisors in Tennessee earn a median of about $84,160 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $44,170 for the lowest 10% to over $406,200 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Tennessee?
Employers hiring wealth advisors in Tennessee right now include Regions Bank, Regions Financial, and Truist, based on current listings on Migrate Mate as of November 2026. Tennessee's mix of regional banks, independent registered investment advisors, and insurance-affiliated broker-dealers means openings appear across a broad range of firm types and client markets.
Which Tennessee cities have the most wealth advisor jobs?
Nashville, Memphis, and Johnson City account for the largest share of wealth advisor openings in Tennessee. Nashville dominates as the state's financial and corporate headquarters hub, drawing the most private wealth and institutional advisory roles, while Memphis benefits from a concentration of regional bank headquarters and trust companies, and Knoxville reflects demand from the growing professional population of East Tennessee.
Are there remote wealth advisor jobs in Tennessee?
Yes, though they are less common than in purely analytical roles because wealth advising depends heavily on in-person client relationships and trust-building. About 50% of wealth advisor openings tied to Tennessee are remote or hybrid as of November 2026, and the positions most likely to offer flexibility are financial planning analysts, paraplanning roles, and portfolio review specialists rather than primary client-facing advisor seats.
How can I get hired as a wealth advisor in Tennessee with little or no experience?
The most realistic entry point is joining a regional bank or broker-dealer as a client services associate or financial planning paraplanner, roles that Pinnacle Financial Partners, First Horizon, and similar Tennessee institutions post regularly for candidates without a full advisory book. Passing the Series 65 exam before applying gives you a concrete edge over unlicensed candidates. From there, internal associate advisor programs at larger firms provide a supervised path to building your own client relationships and eventually moving into a full advisor seat.
Where can I find and apply to wealth advisor jobs in Tennessee?
You can find and apply to wealth advisor jobs in Tennessee on Migrate Mate, which lists current openings from employers hiring across the state right now. Search the listings to find roles that match your experience level, preferred city, and specialty, then apply directly to the ones that fit.
See All 12 Wealth Advisor Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs