Financial Planning Associate

🔥 14 minutes ago

🏄 California, Florida, +1 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🏖️ New Jersey – Remote

⏰ Full Time

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Perigon Wealth Management

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Perigon Wealth Management is an independent registered investment advisor (RIA) founded, owned and led by lifelong financial advisors that provides customized wealth management, financial planning, risk management, impact investing, and family office services to individuals and families. The firm also operates a platform for financial advisors, offering flexible affiliation structures, business support, and financial-technology-enabled capabilities to help advisors grow and simplify operations while retaining independence. Perigon reported over $11. 2 billion in client assets as of March 31, 2026.

📋 Description

• Provide technical support for the Wealth Advisor or Service Advisor • Gather data, model financial plans, build scenarios, develop plans, and prepare presentations • Participate in client meetings in a non-advice capacity • Assist with preparing financial plans by gathering data, analyzing financial information, and updating client portfolios • Help manage client inquiries and direct them to appropriate team members • Prepare financial analysis reports • Review and analyze client financial data for accuracy and completeness • Generate investment performance reports and client portfolio updates • Run financial planning software to model financial scenarios • Research financial products, market trends, and relevant financial planning topics • Prepare client meeting materials and documents

🎯 Requirements

• 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 a related field • Familiarity with financial planning software, such as eMoney and MoneyGuide • Strong analytical skills with attention to detail • Excellent written and verbal communication skills • Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint • Ability to prioritize tasks and manage multiple deadlines • Ability to work independently and as part of a team • Enthusiasm for learning about financial planning and commitment to professional growth • Ability to talk or hear regularly and use hands or fingers frequently • Ability to occasionally stand, walk, sit, reach, and lift or move up to 25 pounds • Close vision, distance vision, and ability to adjust focus

🏖️ Benefits

• Ability to earn an annual discretionary bonus • Company Health, Vision, Life & Dental insurance • Remote work location • Company matched 401k • Professional development and growth opportunity

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