Financial Planning Associate (Hybrid)- Atlanta

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $12 billion in client assets as a fee-based fiduciary. With offices nationwide—including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia, and Florida—we are expanding into new markets.

About the role

A Financial Planning Associate at Perigon Wealth Management provides technical support for the Wealth Advisor (lead advisor) or Service Advisor. The associate is responsible for gathering data, modeling, case design, scenario building, plan development, and presentation development. While the associate may participate in client meetings, this role does not involve providing advice. This position offers growth and professional development within a collaborative, client-focused environment. Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA.

Responsibilities

• Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios.
• Help manage client inquiries and direct them 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.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Progress toward or completion of the CFP® (Certified Financial Planner) designation is a plus but not required.
• 0–3 years of experience in financial services or a 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.
• Team-oriented attitude with the ability to work independently when needed.
• Enthusiasm for learning about financial planning and a commitment to professional growth.

Benefits

• Competitive annual salary.
• Ability to earn an annual discretionary bonus.
• Company-sponsored health, vision, life, and dental insurance.
• Remote work options.
• Company-matched 401k.

Physical Demands and Work Environment

The role requires regular communication (talking/hearing) and frequent use of hands or fingers for tasks such as handling objects or tools. The employee may occasionally stand, walk, sit, reach, lift up to 25 pounds, and adjust focus for close or distance vision. The work environment is typically low to moderate noise.