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
Location: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact , involved in all activities that align with prospective and existing clients
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
- May attend client meetings, prospect meeting, and client/marketing events
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
- Fulfill financial advisor requests and resolve service-related issues and inquiries
- Process tasks and resolve issues in a timely and accurate manner
- Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
- Maintain a focus on continuous improvement and provides feedback on system enhancements
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. 0-2 years’ experience required; 2-4 years’ experience preferred
2. High School diploma required for consideration (or equivalent); Bachelors preferred
3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
5. FINRA Licenses : Series 7, 66/63 preferred
6. Appropriate State Life & Health Insurance licenses preferred
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
X formerly Twitter
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact , involved in all activities that align with prospective and existing clients
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
- May attend client meetings, prospect meeting, and client/marketing events
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
- Fulfill financial advisor requests and resolve service-related issues and inquiries
- Process tasks and resolve issues in a timely and accurate manner
- Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
- Maintain a focus on continuous improvement and provides feedback on system enhancements
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. 0-2 years’ experience required; 2-4 years’ experience preferred
2. High School diploma required for consideration (or equivalent); Bachelors preferred
3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
5. FINRA Licenses : Series 7, 66/63 preferred
6. Appropriate State Life & Health Insurance licenses preferred
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
X formerly Twitter
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See All 12 Wealth Management Associate Jobs in Tennessee
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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 First Horizon Bank, Goldman Sachs, and Bank of America, based on current listings on Migrate Mate as of September 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 September 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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