About this role
Associate Wealth Advisor at Perigon Wealth Management. Location: Boca Raton or Ridgewood. Role: Prepare plans, Analyze data, Lead meetings Requirements: 2-5 years of financial services experience; Series 65; Series 7 or 63; Bachelor’s in Finance/Accounting/Economics; CFP is a plus but not required; proficient with financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuide, Microsoft Office Suite Certifications: series 65, series 7, series 63 Commitment: Full Time Workplace: Remote Languages: English