Financial Planning Associate Growth & Client Impact

Perigon Wealth Management; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual salary

Discretionary bonus

Health, Vision, Life & Dentalinsurance

Remote work location

401(k) match

Job summary

Perigon Wealth Management, based in San Francisco, seeks a Financial Planning Associate to support Wealth Advisors by gathering data, modeling scenarios, and developing financial plans and presentations. The role offers growth within a collaborative, client-focused environment.

You may participate in client meetings, but not provide advice, and will advance your skills through hands-on planning software and team mentorship.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Progress toward or completion of the CFP® designation is a plus, but not required.
• 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.

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 when necessary.
• Support the creation of financial plans by preparing various financial analysis reports.
• Review and analyze client financial data to ensure 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.

Skills

Analytical thinking

Written and verbal communication

Microsoft Office proficiency

Task prioritization

Team-oriented with independence

Growth mindset in financial planning

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

eMoney

MoneyGuide

Microsoft Office

Job description

Perigon Wealth Management, based in San Francisco, seeks a Financial Planning Associate to support Wealth Advisors by gathering data, modeling scenarios, and developing financial plans and presentations. The role offers growth within a collaborative, client-focused environment.

You may participate in client meetings, but not provide advice, and will advance your skills through hands-on planning software and team mentorship.