Note: The job is a remote job and is open to candidates in USA. Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor based in San Francisco, CA. The Financial Planning Associate provides technical support for Wealth Advisors, focusing on data gathering, financial modeling, and plan development while participating in client meetings in a non-advisory capacity.
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, Accounting, Economics, or a related field
- 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
- A team-oriented attitude with the ability to work independently when needed
- Enthusiasm for learning about financial planning and a commitment to professional growth
- Progress toward or completion of the CFP® (Certified Financial Planner) designation is a plus, but not required
Benefits
- Ability to earn an annual discretionary bonus
- Company Health, Vision, Life & Dental insurance
- Remote work location
- Company matched 401k
Company Overview