Financial Planning Associate - Growth & Modeling Specialist (Remote)

Perigon Wealth Management; Boca Raton (FL); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

401k matching

Remote work location

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support for Wealth Advisors and Service Advisors. You will gather data, build financial plans, and develop scenarios and presentation materials.

You may join client meetings, but not in an advisory capacity, offering growth potential within a collaborative, client-centric team. Qualifications include a bachelor’s degree in finance or related field and 0–3 years in financial services.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Progress toward CFP designation is a plus but not required.
• 0–3 years of experience in financial services or related field.
• Familiarity with financial planning software such as eMoney or MoneyGuide.

Responsibilities

• Assist in preparing financial plans by gathering data and analyzing financial information.
• Support the creation of plan materials and client meeting documents.
• Generate client portfolio updates and performance reports.
• Model financial scenarios using planning software.

Skills

Analytical skills

Written & verbal communication

Task prioritization

Team collaboration

Learning mindset

Education

Bachelor’s degree in Finance or related field

Tools

eMoney

MoneyGuide

Microsoft Office

Job description

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support for Wealth Advisors and Service Advisors. You will gather data, build financial plans, and develop scenarios and presentation materials.

You may join client meetings, but not in an advisory capacity, offering growth potential within a collaborative, client-centric team. Qualifications include a bachelor’s degree in finance or related field and 0–3 years in financial services.