Financial Planning Associate - Remote, Growth & Modeling

Perigon Wealth Management; Atlanta (GA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonuses possible

Health insurance

Remote work

401k match

Job summary

Perigon Wealth Management is seeking a Financial Planning Associate to support Wealth Advisors in data gathering, modeling, scenario building, and plan development. You may participate in client meetings but not in an advice capacity.

This role offers growth in a collaborative, client-focused environment. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA, and prefer 0–3 years in financial services with familiarity of planning software like eMoney or MoneyGuide.

Qualifications

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

Responsibilities

• Assist in preparing financial plans by gathering data and analyzing financial information.
• Help manage client inquiries and route to appropriate team members.
• Support creation of financial plans by producing analyses and reports.
• Review client data for accuracy and completeness.
• Generate investment performance reports and portfolio updates.
• Model financial scenarios using planning software.

Skills

Analytical skills

Attention to detail

Written and verbal communication

Microsoft Office proficiency

Prioritization

Team-oriented

Independent work

Learning mindset

Education

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

CFP designation (preferred but not required)

Tools

eMoney

MoneyGuide

Job description

Perigon Wealth Management is seeking a Financial Planning Associate to support Wealth Advisors in data gathering, modeling, scenario building, and plan development. You may participate in client meetings but not in an advice capacity.

This role offers growth in a collaborative, client-focused environment. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA, and prefer 0–3 years in financial services with familiarity of planning software like eMoney or MoneyGuide.