Remote Financial Planning Analyst - Growth & Modeling

Perigon Wealth Management; Irvine (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Remote work option

401(k) match

Competitive compensation

Vision, dental & life insurance

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor. You will gather data, model scenarios, design plans, and develop presentations, with potential participation in client meetings in a supporting capacity.

Defined responsibilities include preparing financial analyses, updating portfolios, and generating performance reports, in a collaborative, growth-focused environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Progress toward CFP designation is a plus, but not required.
• 0–3 years of experience in financial services or related field (internships or prior roles in wealth management, insurance, or accounting are advantageous).
• Familiarity with financial planning software (eMoney, 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 the ability to work independently when needed.
• Enthusiasm for learning about financial planning and a commitment to professional growth.

Responsibilities

• Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios.
• Help manage client inquiries and ensure they are directed to the appropriate team members when necessary.
• Support the creation of financial plans by preparing various financial analysis reports
• Review and analyze client financial data to ensure accuracy and completeness.
• Generate investment performance reports and client portfolio updates.
• Assist in running financial planning software to model different financial scenarios.
• Conduct research on financial products, market trends, and other relevant financial planning topics.
• Assist in the preparation of client meeting materials and documents.

Skills

Analytical skills

Written & verbal communication

Prioritization & deadlines

Team-oriented, independent work

Growth mindset / learning

Client focus

Education

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

Tools

eMoney

MoneyGuide

Microsoft Office Suite

Job description

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor and Service Advisor. You will gather data, model scenarios, design plans, and develop presentations, with potential participation in client meetings in a supporting capacity.

Defined responsibilities include preparing financial analyses, updating portfolios, and generating performance reports, in a collaborative, growth-focused environment.