What are the responsibilities and job description for the Financial Planning Associate position at Perigon Wealth Management?
Description
POSITION OVERVIEW
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. The Financial Planning Associate may participate in client meetings, but not in an advice capacity. This position offers an excellent opportunity for growth and professional development within a collaborative and client-focused environment.
Company Overview
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. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.
Essential Duties And Responsibilities
The essential functions include, but are not limited to the following:
We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package.
SKILLS AND REQUIRED COMPETENCIES
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.
POSITION OVERVIEW
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. The Financial Planning Associate may participate in client meetings, but not in an advice capacity. This position offers an excellent opportunity for growth and professional development within a collaborative and client-focused environment.
Company Overview
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. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.
Essential Duties And Responsibilities
The essential functions include, but are not limited to the following:
- Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios.
- Help manage client inquiries and ensure they are directed 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.
We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package.
- Annual salary
- Ability to earn an annual discretionary bonus
- Company Health, Vision, Life & Dental insurance
- Remote work location
- Company matched 401k
SKILLS AND REQUIRED COMPETENCIES
- 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 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.
- A team-oriented attitude with the ability to work independently when needed.
- Enthusiasm for learning about financial planning and a commitment to professional growth.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.