Financial Planning Associate (Hybrid)- NJ

PERIGON WEALTH MANAGEMENT LLC · Remote — Ridgewood, NJ

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About this role

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…

Excerpt only. The full posting is on the employer’s careers site.

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