Jobs at Perigon Wealth Management, LLC

Provides technical support to wealth advisors by gathering and analyzing client data, building financial scenarios, preparing financial plans, updating portfolios, generating investment performance reports, researching financial products and market trends, and developing client meeting materials. The role may participate in client meetings without providing advice and offers growth opportunities in wealth management.

Provides technical support for wealth advisors by gathering and analyzing client data, developing financial plans, modeling scenarios, preparing investment performance reports, researching financial products, and creating client meeting materials. The role may assist with client inquiries and meetings without providing advice. Candidates need a finance-related bachelor’s degree, strong analytical and communication skills, familiarity with financial planning software, and proficiency in Microsoft Office.

Provides technical support for wealth advisors by gathering and analyzing client data, developing financial plans, modeling scenarios, preparing investment performance reports, researching financial products, and creating client meeting materials. The role also assists with client inquiries, portfolio updates, and financial planning software. It is designed for candidates with 0–3 years of experience and offers professional growth in wealth management.

Provides technical support for wealth advisors by gathering and analyzing client data, preparing financial plans, modeling scenarios, updating portfolios, researching financial products, generating performance reports, and developing client meeting materials. The role may assist with client inquiries and meetings without providing advice. Candidates need a finance-related bachelor’s degree, strong analytical and communication skills, familiarity with financial planning software, Microsoft Office proficiency, and 0–3 years of relevant experience.

Supports wealth managers with client service, account administration, onboarding, transfers, rollovers, money movement, data maintenance, billing inputs, meeting coordination, and advisor research. Maintains accurate client and account information, follows firm and custodian procedures, responds to client inquiries, manages CRM and portfolio software records, and identifies process improvements. Requires strong communication, attention to detail, technology skills, and experience in wealth management or a related financial services environment.

Supports Wealth Managers with client service, account opening, transfers, rollovers, onboarding, money movement, data maintenance, billing inputs, meeting coordination, and client inquiries. Maintains accurate client and account information, follows firm and custodian procedures, conducts limited research, supports process improvements, and coordinates with advisors and firm personnel. The role requires strong communication, attention to detail, technology proficiency, and wealth management client service experience.

Leads comprehensive financial planning for complex wealth-management clients, covering cash flow, retirement, tax, estate, insurance, education, and philanthropic strategies. Partners with advisors and external professionals, presents recommendations, monitors plans, ensures regulatory and fiduciary compliance, and mentors junior planners. Analyzes sophisticated compensation, business ownership, stock options, and concentrated positions while contributing to planning standards, processes, and tools.