Financial Planning Associate - Remote Growth & Impact

Perigon Wealth Management, LLC; Ridgewood, Northern (NJ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision & Life insurance

Dental insurance

Remote work location

401k match

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to support Wealth Advisors by gathering data, modeling scenarios, and preparing plans and presentations. The role may participate in client meetings without providing advice.

Candidates should have a degree in finance or related field, familiarity with planning software like eMoney or MoneyGuide, and strong analytical and communication skills. This position offers growth in a collaborative environment with remote work options.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• Progress toward CFP designation is a plus but not required.
• 0-3 years in financial services or wealth management advantageous.
• Familiarity with financial planning software eMoney and MoneyGuide.
• Strong analytical and communication skills.

Responsibilities

• Assist in preparing financial plans by gathering data and analyzing information.
• Update client portfolios and generate investment performance reports.
• Support creation of financial plans with various analyses.
• Review client financial data for accuracy and completeness.
• Assist in running financial planning software to model scenarios.
• Prepare client meeting materials and documents.

Skills

Financial analysis

Data gathering

Client communication

Microsoft Office

Financial planning software

Attention to detail

Team collaboration

Growth mindset

Education

Bachelor’s degree in Finance, Accounting, Economics

CFP certification progress a plus

Tools

eMoney

MoneyGuide

Job description

Perigon Wealth Management seeks a Financial Planning Associate to support Wealth Advisors by gathering data, modeling scenarios, and preparing plans and presentations. The role may participate in client meetings without providing advice.

Candidates should have a degree in finance or related field, familiarity with planning software like eMoney or MoneyGuide, and strong analytical and communication skills. This position offers growth in a collaborative environment with remote work options.