Position Overview
An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management. The associate is responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations. Associate Wealth Advisors have 3 – 5 years of industry experience and can manage existing client relationship in partnership with a more experienced advisor and eventually, on their own.
This position is designed for individuals who are passionate about helping clients achieve their financial goals and have a deep curiosity to learn about investment strategies, financial planning, and portfolio management. Candidates should have the ability to assist planningforward client relationships, delivering broad-based wealth management services and advice which includes tax planning, investment management, charitable goals mapping, cash-flow support, and risk management. Our aim is to help clients plot a course to and into financial independence.
Equally as important, we are seeking candidates who are eager to grow professionally. Longer-term, we would like to help you grow into an advisory role, establishing your own client relationships, leading client activity and implementing investment proposals.
Position Title: Associate Wealth Advisor
Department: Advisory
Location: Remote and/or hybrid if near Boca Raton, FL or Ridgewood, NJ
Employment Status: Full-time
FLSA Status: Exempt
Effective Date: 2026
Salary Range: $90,000 – $110,000, commensurate with experience and location
Company Overview
Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $9 billion in client assets as a feebased fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Prepare financial plans, including gathering data, analyzing financial information, and updating client portfolios.
- Manage client inquiries and ensure they are directed to the appropriate team members when necessary.
- Support the creation of financial plans by preparing various financial analysis reports
- Review and analyze client financial data to ensure accuracy and completeness.
- Generate investment performance reports and client portfolio updates.
- Run financial planning software to model different financial scenarios.
- Conduct research on financial products, market trends, and other relevant financial planning topics.
- Lead existing client relationship meetings under the guidance of an experienced Wealth Advisor. Serve as secondary advisor of existing client relationships and develop new client relationships over time, earning clients’ respect and appreciation.
- Prepare client meeting materials and documents.
- Begin to formulate, iterate and implement financial plans.
- Provide clients with comprehensive fiduciary advice around a variety of planning topics, including tax planning, equity compensation, savings strategies, investment management and charitable gifting.
- Collaborate with centralized teams dedicated to trading, investment strategy, client service/money movement, operations, compliance, billing and more, to offer a holistic, seamless, fiduciary client experience.
- Help supervise, mentor and train associates and interns.
- Work with Perigon’s tech-forward team to provide as much efficiency and security as possible, using tools like Salesforce, Box, Moneyguide Pro , Orion, and others.
Skills and Required Compentencies
- CFP or CPA/PFP designation strongly preferred.
- Series 7
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3 – 5 years of experience in financial services or a client-facing wealth management role.
- Familiarity with financial planning software (e.g., eMoney, MoneyGuide)
- Strong analytical skills with attention to detail.
- Self-motivated and able to work independently
- Excellent written and verbal communication skills
- Exceptional interpersonal skills and capable of building strong, trusted relationsips
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to prioritize tasks and manage multiple deadlines.
- A team-oriented attitude with the ability to work independently when needed.
- Enthusiasm for learning about financial planning and a commitment to professional growth.
Compensation
We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package.
- Competitive Annual Base Salary
- Ability to earn an annual discretionary bonus
- Exceptional Culture that Values: Accountability, Authenticity, Collaboration, Empowerment, and Positivity
- Company Health, Vision, Life & Dental insurance
- Remote and/or flexible work location
- Company matched 401k
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other jobrelated instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.
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