Financial Planning Associate — Remote, Growth & Bonus
Perigon Wealth Management
Ridgewood, NJ
- Remote job
Perigon Wealth Management is seeking a Financial Planning Associate to support the Wealth Advisor and Service Advisor with data gathering, modeling, scenario building, plan development, and presentation materials. You may join client meetings but not provide advice, with strong growth in a collaborative, client-focused environment. Ideal candidates have a Finance/Economics degree, familiarity with planning software (eMoney, MoneyGuide), strong analytical and communication skills, and MS Office #J-18808-Ljbffr Perigon Wealth Management
Vacancy posted 2 days ago
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