Remote Financial Planning Associate - Data & Modeling

Perigon Wealth Management

Remote job

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. #J-18808-Ljbffr Perigon Wealth Management

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Vacancy posted 5 days ago

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