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Financial Planning Associate
Job in
Knoxville, Knox County, Tennessee, 37955, USA
Listed on 2026-01-20
Listing for:
Smokymountains
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Job Summary:
PYA Waltman Capital, LLC is seeking Financial Planning Associates to join its growing team in Summer 2026. The Financial Planning Associate provides technical and client service support to higher level advisors and the Director of Financial Planning Services. This position is located in Knoxville, Tennessee, and 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
Position Requirements
10+ Years
work experience
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