Remote Financial Planning Associate: Grow in Wealth

Perigon Wealth Management; Atlanta (GA); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work location

Health, Vision, Life & Dental coverage

Company matched 401k

Discretionary bonus

Job summary

Perigon Wealth Management seeks a Financial Planning Associate to provide technical support to Wealth Advisors and Service Advisors in Atlanta. You will gather data, model scenarios, design cases, and prepare client presentations.

The role offers growth in a collaborative, client‑focused environment with exposure to planning software and professional development. Duties include data gathering, plan development, and supporting client meetings, without providing direct financial advice.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a 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 (e.g., 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.
• 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

Bachelor’s degree in Finance, etc.

CFP designation (plus)

0–3 years of experience in financial服务

Financial planning software (eMoney,-M

Analytical skills

MS Office (Excel/PowerPoint)

Communication skills

Team-oriented with ability to work独立

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 Wealth Advisors and Service Advisors in Atlanta. You will gather data, model scenarios, design cases, and prepare client presentations.

The role offers growth in a collaborative, client‑focused environment with exposure to planning software and professional development. Duties include data gathering, plan development, and supporting client meetings, without providing direct financial advice.