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About the Role
A Financial Planning Associate at Perigon Wealth Management provides technical support for the Wealth Advisor or Service Advisor, focusing on data gathering, modeling, case design, scenario building, plan development, and presentation development. This role offers growth and professional development in a collaborative, client-focused environment.
Responsibilities
- Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios.
- Help manage client inquiries and ensure they are directed to the appropriate team members.
- Support the creation of financial plans by preparing various financial analysis reports.
- Review and analyze client financial data for accuracy and completeness.
- Generate investment performance reports and client portfolio updates.
- Assist in running financial planning software to model different financial scenarios.
- Conduct research on financial products, market trends, and other relevant financial planning topics.
- Assist in the preparation of client meeting materials and documents.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Progress toward or completion of the CFP® designation is a plus.
- 0–3 years of experience in financial services or related field.
- Internships or prior roles in wealth management, insurance, or accounting are advantageous.
- Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
- Strong analytical skills with attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to prioritize tasks and manage multiple deadlines.
- A team-oriented attitude with the ability to work independently when needed.
- Enthusiasm for learning about financial planning and a commitment to professional growth.
Skills
- Financial planning software (e.g., eMoney, MoneyGuide)
- Analytical skills
- Attention to detail
- Written communication skills
- Verbal communication skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Task prioritization
- Time management
- Teamwork
- Independent work
- Financial planning knowledge
- Professional growth commitment
Location
- Boca Raton
- Ridgewood NJ
- Irvine CA
- Remote
Work Type
- Remote
Experience Level
- 0-3 years
Education Level
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- CFP® designation (preferred)
Salary/Compensations
- Competitive compensation package
- Ability to earn an annual discretionary bonus
Benefits
- Company Health, Vision, Life & Dental insurance
- Company matched 401k
About the Company
- Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA.
- Manages approximately $12 billion in client assets as a fee-based fiduciary.
- Has offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida.
- Plans for significant near-term growth and expansion into new markets.
Equal Opportunity
- The company is an equal opportunity employer and complies with ADA regulations as applicable.