Top 3 Wealth client associate Jobs in Morristown, Tn

Advisor - Morristown
Brighton Jones —Morristown, TN
- $85,000 - $135,000 a year
- Full-time
- CPA
- Data analysis skills
- Office
- Profit sharing
- Paid parental leave
Relationship Banker
First Horizon Bank —Morristown, TN
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account

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Advisor - Morristown

Brighton Jones -
Morristown, TN

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Job Details

Full-time
$85,000 - $135,000 a year

Benefits

Profit sharing
Paid parental leave
Paid holidays
Health insurance
Dental insurance
Financial planning services
Paid time off
Cell phone reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical
Volunteer time off
Referral program

Qualifications

Customer communication
Spreadsheets
Windows
Bachelor's degree
Data-driven problem-solving
Productivity software

Full Job Description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.

Take our Values in Action Self-Assessment to see how our values align!

Your Role:

Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas
Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Seeks out leadership roles in the team and firm projects/assignments
Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.

Your Experience:

4 + years of experience in financial planning, wealth management or a related industry preferred
Undergraduate degree required
Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Skills & Attributes

Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
Exceptional communication skills, both written and verbal, with clients and co-workers
Exceptional interpersonal skills and demonstrated teamwork mentality
Must be able to project a capable and trustworthy image
Must be a self-starter and proactively manage workload, communications, and ownership of tasks
Commitment to excellence and high standards
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
A high degree of personal integrity, maturity, and acute attention to detail
Strong analytical and problem-solving skills

Compensation, Benefits, and Perks:

Pay: $85,000 - $135,000 per year
Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1
Winter Break, Summer Friday flex-days, and 10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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wealth client associate jobs in morristown, tn

Advisor - Morristown

Relationship Banker

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