PYA Waltman Financial Planning Associate

Job DescriptionJob Description

Job Summary:

PYA Waltman Capital, LLC is seeking qualified candidates to join its growing team as a Financial Planning Associate. The Financial Planning Associate provides technical and client service support to higher level advisors and the Director of Financial Planning Services. This position is designed to advance into an Associate Advisor position.

RESPONSIBILITIES:

• Provide support for financial planning engagements for PYA Waltman Capital clients by assisting with the following:
  • Gathering and organizing data and client communication
  • Developing financial plan analyses and scenarios including client onboarding and portfolio reviews.
  • Preparing presentations for client meetings, including managing meeting notes and action items
• Serve as a project organizer by proactively managing action items for the planning team, with a focus on moving client engagements forward
• Assist with other projects and research as needed

REQUIREMENTS:

• Prior experience in the financial services industry, preferably with exposure to financial planning
• Proficiency in Microsoft Office required; experience with various financial planning, CRM, portfolio management and document management software
• Bachelor’s degree in business, accounting, finance, financial planning, economics or related experience.
• Pursuit of Financial Paraplanner Qualified Professional (FPQPTM) and/or Certified Financial Planner (CFP®) Designation. Completion of CFP® coursework .

FIRM OVERVIEW:

PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee, and an affiliate of PYA. PYA Waltman’s team of professionals are focused on building meaningful relationships with its clients which furthers the firm’s mission of helping its clients live their best lives. The team combines technical expertise with effective communication, integrity, and empathy.

APPLY ONLINE: www.pyawaltman.com