Remote Financial Planning Associate - Growth & CFP Path

Perigon Wealth Management; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Life insurance

Dental insurance

Remote work

401(k) match

Job summary

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, build models, design financial plans, and develop client materials. You may participate in client meetings, though not in an advice capacity.

This role offers growth within a collaborative, client-focused environment. Candidates may reside in CA, NJ, or FL, and the company supports remote work and a path to CFP progress.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Progress toward or completion of the 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, 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 growth.

Responsibilities

• Assist in the preparation of financial plans, including data gathering, analysis, and updating client portfolios.
• Help manage client inquiries and direct to appropriate team members.
• Support creation of financial plans by preparing various 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.
• Assist in preparing client meeting materials and documents.

Skills

Analytical skills

Communication skills

MS Office proficiency

Task prioritization

Team player

Independent work

Learning mindset

Education

Bachelor's degree in Finance, Economics, or related field

Tools

eMoney

MoneyGuide

Job description

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, build models, design financial plans, and develop client materials. You may participate in client meetings, though not in an advice capacity.

This role offers growth within a collaborative, client-focused environment. Candidates may reside in CA, NJ, or FL, and the company supports remote work and a path to CFP progress.