The Operations Associate/Manager will have primary responsibility for centralized administration of data in Perigon’s portfolio management and reporting system (Orion).
Operations Associate or Manager
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Associate Wealth Advisor
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.