Financial Planning Associate - Data-Driven Growth (Remote)

Perigon Wealth Management, LLC; Atlanta, Northern (GA, KY); Híbrido; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work location

Health, Vision, Life & Dental

Company matched 401k

Resumo da oferta

Perigon Wealth Management is seeking a Financial Planning Associate to provide technical support for Wealth Advisors and Service Advisors. Responsibilities include data gathering, modeling, and plan development, with potential participation in client meetings in a non-advisory capacity.

This role offers growth within a collaborative, client-focused environment. Candidates may reside in multiple locations and remote work is supported.

Qualificações

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CFP designation in progress is a plus but not required.
• 0–3 years in financial services or wealth management is advantageous.
• Familiarity with financial planning software: eMoney, MoneyGuide.
• Strong analytical and communication skills.
• Proficiency with Excel, Word, PowerPoint.
• Ability to manage multiple deadlines.

Responsabilidades

• Assist in preparing financial plans by gathering data and analyzing financial information.
• Update client portfolios and generate investment performance reports.
• Support creation of financial plans and scenario modeling.
• Review client data for accuracy and completeness.
• Prepare client meeting materials and documents.

Conhecimentos

Analytical skills

Communication skills

Prioritization

Team-oriented

Learning mindset

Formação académica

Fulfills Bachelor's degree in Finance/Accounting/Economics

CFP progress (plus)

Ferramentas

eMoney

MoneyGuide

Microsoft Office

Descrição da oferta de emprego

Perigon Wealth Management is seeking a Financial Planning Associate to provide technical support for Wealth Advisors and Service Advisors. Responsibilities include data gathering, modeling, and plan development, with potential participation in client meetings in a non-advisory capacity.

This role offers growth within a collaborative, client-focused environment. Candidates may reside in multiple locations and remote work is supported.