Summary
Location
Knoxville
Type
full-time
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About this role
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
REQUIREMENTS:
- Bachelor 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 preferred
- 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 preferred
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
Other facts
About PYA P C
PYA is a nationally recognized professional services firm delivering deep expertise in healthcare consulting, business advisory accounting, tax, and audit & assurance. For over 40 years, we’ve helped organizations across all 50 states navigate complex challenges and seize strategic opportunities.
Ranked among the Top 20 healthcare consulting firms by Modern Healthcare and a Top 100 accounting firm by INSIDE Public Accounting, PYA is a trusted advisor to some of the nation’s largest health systems, financial institutions, and private enterprises. Law firms across the country regularly turn to PYA as a trusted resource for their clients, recognizing our deep technical expertise and commitment to integrity.
Our independence empowers us to prioritize client success above all else—offering objective insights, responsive service, and long-term partnership.
From regulatory compliance and fair market value assessments to mergers & acquisitions and operations optimization, our multidisciplinary teams deliver tailored solutions that drive measurable results. We serve clients in healthcare, finance, hospitality, technology, private equity, manufacturing, and construction.
At PYA, HELP is our culture and relationships are our passion. We don’t just solve problems—we serve to solve.
📍 Offices in Atlanta, Charlotte, Kansas City, Knoxville, Nashville, and Tampa
What you'll do
- The Financial Planning Associate provides support for financial planning engagements by gathering data, developing analyses, and preparing presentations for client meetings. They also manage action items for the planning team to ensure client engagements progress smoothly.
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