Financial Planning Associate — Remote, Growth & Bonus

Perigon Wealth Management; Ridgewood (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Vision, Life & Dentalinsurance

Remote work location

401k match

Discretionary bonus

Job summary

Perigon Wealth Management is seeking a Financial Planning Associate to support the Wealth Advisor and Service Advisor with data gathering, modeling, scenario building, plan development, and presentation materials. You may join client meetings but not provide advice, with strong growth in a collaborative, client-focused environment.

Ideal candidates have a Finance/Economics degree, familiarity with planning software (eMoney, MoneyGuide), strong analytical and communication skills, and MS Office

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a 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 (e.g., eMoney, MoneyGuide).

Responsibilities

• Assist in the preparation of financial plans by gathering data and analyzing information.
• Help manage client inquiries and direct to 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 scenarios.
• Conduct research on financial products, market trends, and related topics.
• Prepare client meeting materials and documents.

Skills

Analytical skills

Communication skills

Attention to detail

Team oriented

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

eMoney

MoneyGuide

Microsoft Office

Job description

Perigon Wealth Management is seeking a Financial Planning Associate to support the Wealth Advisor and Service Advisor with data gathering, modeling, scenario building, plan development, and presentation materials. You may join client meetings but not provide advice, with strong growth in a collaborative, client-focused environment.

Ideal candidates have a Finance/Economics degree, familiarity with planning software (eMoney, MoneyGuide), strong analytical and communication skills, and MS Office