Financial Planning Associate — Remote Wealth Planning Support

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

Benefits offered by this job

Annual salary

Discretionary bonus

Health, Vision, Life & Dental 보험

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor, gathering data, modeling scenarios, and developing plans and presentations.

The role offers growth within a collaborative, client-focused environment, with potential participation in client meetings while not providing direct advice. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA.

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.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
• Strong analytical skills with attention to detail.

Responsibilities

• Assist in the preparation of financial plans, including data gathering and updating client portfolios.
• Help manage client inquiries and direct to appropriate team members.
• Support 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 scenarios.
• Conduct research on financial products, market trends, and planning topics.
• Prepare client meeting materials and documents.

Skills

Financial analysis

Data gathering

Communication

Microsoft Office

Attention to detail

Team collaboration

Education

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

CFP designation (progress toward or completion) is a plus

Tools

eMoney

MoneyGuide

Job description

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor, gathering data, modeling scenarios, and developing plans and presentations.

The role offers growth within a collaborative, client-focused environment, with potential participation in client meetings while not providing direct advice. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA.