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PYA Waltman Financial Planning Associate

2 months ago

Knoxville, United States PYA P C Full time
Job DescriptionJob Description

PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee and an affiliate of PYA. PYA Waltman’s team of professionals is 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.


POSITION DESCRIPTION:

The firm is seeking qualified candidates to join its growing team as a Financial Planning Associate. The individual will serve as a cohesive team member who consistently adds to the firm’s mission. For more information about PYA Waltman, please visit pyawaltman.com.


RESPONSIBILITIES:

  • Assist the Director of Financial Planning with financial analysis and drafting of financial plans for clients
  • Assist the Director of Institutional Services to provide support for Retirement Plan Consulting clients
  • Provide support for clients and team by coordinating the financial planning engagement and building financial plans while leveraging databases and financial planning software
  • Work with the internal team to prepare for client meetings including meeting coordination and preparation of regular correspondence and client presentations
  • Take the lead on following up with action items from client meetings
  • Provide outstanding client service with exceptional communication with clients, plan sponsors, and participants
  • Other duties as assigned

REQUIREMENTS:

  • Bachelor’s Degree. Graduate of Financial Planning program preferred (CFP® Candidate) or Financial Paraplanner Qualified Professional™ (FPQP™) designation preferred, but not required.
  • Similar experience preferred, but not required if candidate possesses business related educational background.
  • Knowledge of general office procedures
  • Polished professionalism with superior oral and written communication skills
  • Excellent documentation, records retention, and work paper organizational skills
  • Excellent technical skills (CRM, MS Office, etc.)
  • Must be detail oriented, flexible, and responsive
  • Exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the Firm
  • Client-oriented work ethic, delivering high quality results
  • Person of sound judgment who can prioritize


CAREER ADVANCEMENT:

  • PYA Waltman values ongoing education and career advancement for its employees. Qualified individuals may have the opportunity to pursue the Certified Financial Planner™ designation
  • (CFP®) at the firm’s expense. CFP® candidates may have the opportunity to advance into a financial advisor role.
  • PYA Waltman has a culture of family values and team, offering flexibility, mentoring and a competitive benefits package to its employees



APPLY ONLINE: www.pyapc.com/careers