Wealth Management Associate Jobs in Tennessee
Wealth management associate jobs in Tennessee are consistently active, with demand concentrated in financial planning, investment advisory, and private banking across firms ranging from regional independents to large national institutions. Nashville, Memphis, and Knoxville anchor most of the hiring, with employers like Raymond James, Morgan Stanley, and Pinnacle Financial Partners maintaining a steady Tennessee presence. The most sought-after specializations include retirement planning, high-net-worth client service, and portfolio analysis. Find a role that fits below and apply directly.
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Showing 5 of 12+ Wealth Management Associate jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 12 Wealth Management Associate Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Tennessee
Where Tennessee roles are concentrated, by current openings.
Wealth Management Associate 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 management associate jobs across Tennessee.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience with financial planning software such as eMoney or MoneyGuidePro
- Proven ability to build and maintain client relationships in a professional setting
- Strong analytical skills with experience interpreting investment statements and reports
- CFP designation in progress or completed is frequently preferred by Tennessee employers
Wealth Management Associate Jobs in Tennessee: Frequently Asked Questions
How do you become a wealth management associate in Tennessee?
Most wealth management associate roles in Tennessee require passing the FINRA Series 7 and Series 66 exams, which together allow you to act as an investment adviser representative and sell securities in the state. Tennessee does not administer its own state securities license separately from FINRA registration. A bachelor's degree in finance or a related field is the standard education requirement, and many employers sponsor exam prep for promising candidates they hire into associate-level roles.
How much do wealth management associates make in Tennessee?
Wealth management associates 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 management associates in Tennessee?
Employers hiring wealth management associates in Tennessee right now include Regions Bank, Goldman Sachs, and Regions Financial, based on current listings on Migrate Mate as of November 2026. Tennessee's mix of regional banks, independent RIAs, and national wirehouses means openings appear across a wide range of firm sizes, from community-focused firms in mid-sized cities to large institutional teams in Nashville and Memphis.
Which Tennessee cities have the most wealth management associate jobs?
Nashville, Memphis, and Franklin have the most wealth management associate openings in Tennessee. Nashville leads because of its large concentration of financial services headquarters, private equity activity, and a fast-growing high-net-worth population, while Memphis benefits from its established banking institutions and wealth management boutiques, and Knoxville reflects growing demand tied to the University of Tennessee's alumni network and regional economic expansion.
Are there remote wealth management associate jobs in Tennessee?
Yes, but they're less common than in purely analytical roles because client-facing responsibilities often require in-person meetings. About 0% of wealth management associate openings tied to Tennessee are remote or hybrid as of November 2026, and those that are tend to cover back-office functions like financial plan preparation, portfolio reporting, and CRM management rather than direct client advisory work.
How can I get hired as a wealth management associate in Tennessee with little or no experience?
The most realistic entry path is a financial services associate or client service associate role at a regional bank or independent RIA in Nashville or Memphis, where you support advisers while studying for your FINRA licenses. Pinnacle Financial Partners and Raymond James both run structured associate development programs in Tennessee designed for candidates without prior advisory experience. A completed or in-progress CFP coursework, or a lateral move from a banking teller, loan officer, or insurance agent role, significantly improves your chances of landing that first position.
Where can I find and apply to wealth management associate jobs in Tennessee?
You can find and apply to wealth management associate jobs in Tennessee on Migrate Mate, which lists current Tennessee openings across Nashville, Memphis, Knoxville, and other markets throughout the state. Find roles that fit your experience and credentials and apply directly to the employers posting them.
See All 12 Wealth Management Associate Jobs in Tennessee
Find roles in Tennessee that match your experience and apply in just a few clicks.
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