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POSITION 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 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
Full Time
$60k-74k (estimate)
01/19/2024
06/15/2024