Your Perigon Career

Financial Planning Associate

At Perigon Wealth Management, our Financial Planning Associates are key contributors to the delivery of high-quality, personalized client experiences. In this role, you’ll provide critical technical support to Lead Advisors—helping gather client data, build financial plans, run scenarios, and develop tailored strategies.

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Trading Associate

The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.

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