- Support to the PYA Waltman Capital team includes:
- Gathering and organizing financial planning data
- Developing financial plan analysis and scenarios
- Assisting with preparation for client meetings
- Managing meeting notes and action items for both internal and client meetings
- Assist with project management by proactively managing action items for the planning team, with a focus on moving client engagements ahead as they progress through the financial planning process
- Assist with other projects and research as needed including business partner collaboration and execution of internal initiative tasks
- Serve as secondary back-up to the client service team, including answering the phone and greeting clients
- Associate degree in business, accounting, finance, economics or related field required
- Minimum of one year experience in the financial services industry, preferably with exposure to financial planning
- Pursuit of Financial Paraplanner Qualified ProfessionalTM (FPQPTM) designation is preferred, but not required
- Proficiency in Microsoft Office Suite required
- Team player, collaborative, takes initiative, and exhibits second-level thinking
- Excellent verbal and written communication skills
- Detail-oriented, accurate, organized, able to set priorities and multi-task
- Committed to providing excellent client service; possesses a passion to help new and existing clients
- Exhibits PYAWs values daily: excellence, trust, gratitude and growth
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PYA Waltman Financial Planning Support Specialist - Knoxville, United States - PYA Waltman Capital LLC
Description
Job Description
Job DescriptionPOSITION DESCRIPTION:
PYA Waltman Capital, LLC is seeking qualified Financial Planning Support Specialist candidates to join our growing team. The Specialist provides organizational and analytical support to PYA Waltman Capital financial planning associates, advisors, and the Director of Financial Planning Services.
RESPONSIBILITIES:
REQUIREMENTS:
Other Skills & Experience:
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 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.
CAREER ADVANCEMENT:
PYA Waltman values ongoing education and career advancement for its employees. Qualified individuals may have the opportunity to pursue the Certified Financial PlannerTM 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
