Financial Planning Associate — Remote Growth Role

Perigon Wealth Management, LLC; San Francisco (CA); Sur place; USD 80 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health, Vision, Life & Dentalinsurance

Remote work location

401k with company match

Résumé du poste

Perigon Wealth Management in San Francisco, CA seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor. You will gather data, model scenarios, develop plans, and assist in client meetings as needed.

The role offers growth in a collaborative, client-focused environment with opportunities to contribute to financial planning analyses, reporting, and presentation materials.

Qualifications

• Bachelor’s degree in finance or related field required.
• CFP designation is a plus but not required.
• 0-3 years of experience in financial services or related field.
• Familiarity with financial planning software eMoney and 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 ability to work independently.
• Enthusiasm for learning about financial planning.

Responsabilités

• Assist in the preparation of financial plans and gather data.
• Help manage client inquiries and direct to appropriate team members.
• Support creation of financial plans with various analyses.
• Review client data for accuracy and completeness.
• Generate investment performance reports and portfolio updates.
• Run financial planning software to model scenarios.
• Conduct research on financial products and market trends.
• Prepare client meeting materials and documents.

Connaissances

Analytical skills

Written communication

Verbal communication

MS Office

Multitasking

Teamwork

Attention to detail

Learning mindset

Formation

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

CFP designation in progress (not required)

Outils

eMoney

MoneyGuide

Description du poste

Perigon Wealth Management in San Francisco, CA seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor. You will gather data, model scenarios, develop plans, and assist in client meetings as needed.

The role offers growth in a collaborative, client-focused environment with opportunities to contribute to financial planning analyses, reporting, and presentation materials.