Teams 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.