Remote Financial Planning Associate - Data & Modeling

Perigon Wealth Management; Ridgewood (NJ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Vision, Life & Dental

Remote work location

Company matched 401k

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor. The role involves data gathering, modeling, case design, scenario building, plan development, and presentation creation. Participants may join client meetings, with no advisory capacity.

Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA, with growth potential in a collaborative, client-focused environment and access to professional development opportunities.

Qualifications

• 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.

Responsibilities

• Assist in the preparation of financial plans by gathering data and analyzing financial information.
• Help manage client inquiries and direct to appropriate team members.
• Support the creation of financial plans by preparing various financial analysis reports.
• Review client financial data for accuracy and completeness.
• Generate investment performance reports and client portfolio updates.
• Assist in modeling financial scenarios using planning software.

Skills

Analytical skills

Written and verbal communication

Microsoft Office

Prioritization

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

eMoney

MoneyGuide

Job description

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to the Wealth Advisor. The role involves data gathering, modeling, case design, scenario building, plan development, and presentation creation. Participants may join client meetings, with no advisory capacity.

Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA, with growth potential in a collaborative, client-focused environment and access to professional development opportunities.