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Financial Planning Associate - Remote, Growth & Modeling

Perigon Wealth Management

Atlanta, GA
  • Remote job

Perigon Wealth Management is seeking a Financial Planning Associate to support Wealth Advisors in data gathering, modeling, scenario building, and plan development. You may participate in client meetings but not in an advice capacity. This role offers growth in a collaborative, client-focused environment. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA, and prefer 0–3 years in financial services with familiarity of planning software like eMoney or MoneyGuide. #J-18808-Ljbffr Perigon Wealth Management

Vacancy posted 2 days ago
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