Position Overview
The Financial Planning Associate plays an important role in supporting the delivery of comprehensive, goals-based financial planning to firm clients. This role partners closely with Advisors and senior planning team members to help develop, implement, and monitor financial strategies that support clients’ long-term financial goals.
The ideal candidate is detail-oriented, technically curious, client-focused, and motivated to continue developing planning expertise within a collaborative team environment.
Position Title: Financial Planning Associate
Department: Advisory
Location: Remote
Employment Status: Full-time
FLSA Status: Exempt
Compensation: $75,000 – $80,000
Effective Date: 2026
Company Overview
Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. Perigon was recently named as one of Newsweek’s Top Financial Advisory firms of 2025. We manage approximately $9 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.
Our San Francisco team works largely with clients in their 30s through 50s, many of whom work in the tech sector and receive equity compensation. Our core value proposition involves broad-based wealth management service and advice, including tax planning, investment management, charitable goals mapping, cash-flow support, and concentrated-position management — all aimed at helping clients plot a course to and into financial independence.
Key Responsibilities
Client Advisory & Financial Planning
- Assist in the preparation and delivery of comprehensive financial plans, including cash flow, retirement, insurance, education, and basic tax and estate planning considerations
- Support Advisors and Senior Financial Planners in servicing client relationships and preparing planning recommendations
- Help translate planning concepts and recommendations into clear and actionable client communications
- Participate in ongoing client reviews and assist with updating financial plans based on client needs and changing circumstances
Collaboration & Relationship Management
- Work collaboratively with Advisors, Portfolio Managers, and planning team members to support integrated client service
- Participate in client meetings and follow-up activities as appropriate
- Assist with gathering and organizing client financial data and documentation
- Support client retention efforts through responsive service and high-quality planning support
Technical Analysis & Planning Support
- Conduct financial analyses and prepare planning scenarios using firm-approved planning software
- Assist with retirement projections, cash flow modeling, insurance analysis, and other planning-related projects
- Develop knowledge of tax-efficient planning concepts, investment principles, and estate planning fundamentals
- Stay current on financial planning trends, regulatory updates, and industry best practices
Professional Development
- Continue progress toward advanced technical knowledge and professional growth within the financial planning profession
- Seek mentorship and training opportunities from senior team members
- Contribute to process improvements, planning workflows, and team initiatives
Compliance & Documentation
- Maintain accurate and organized client records within planning and CRM systems
- Ensure work is completed in accordance with firm policies, compliance requirements, and fiduciary standards
- Prepare documentation and meeting notes in a timely and thorough manner
Required Qualifications
- Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field preferred
- 1–3 years of experience in financial planning, wealth management, banking, or a related financial services role
- CFP® certification preferred or active progress toward obtaining CFP® designation
- Strong analytical, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications
- Experience with financial planning software such as eMoney or MoneyGuidePro
- Familiarity with basic retirement, tax, and investment planning concepts
- Prior client service or client-facing experience
- Desire to build a long-term career in wealth management and financial planning
Key Competencies & Skills
- Strong attention to detail and follow-through
- Effective verbal and written communication skills
- Professionalism, integrity, and client-first mindset
- Collaborative and team-oriented approach
- Eagerness to learn and develop technical expertise
- Ability to prioritize tasks and meet deadlines
Physical Demands and Work Environment
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.
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