Position Overview
The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients. This role partners closely with firm Advisors, and client’s allied financial professionals to design, implement, and monitor sophisticated financial strategies that support long-term wealth accumulation, preservation, and transfer.
The ideal candidate combines deep technical expertise with strong client-facing skills and acts as a trusted advisor, mentor, and planning leader within the firm.
Position Title: Financial Planner
Department: Advisory
Location: Remote
Employment Status: Full-time
FLSA Status: Exempt
Compensation: $75,000 – $80,000
Effective Date: 2026
Company Overview
Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. Perigon was recently named as one of Newsweek’s Top Financial Advisory firms of 2025. We manage approximately $9 billion in client assets as a fee-based 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.
Our San Francisco team works largely with clients in their 30s through 50s, many of whom work in the tech sector and receive equity compensation. Our core value proposition involves broad-based wealth management service and advice, including tax planning, investment management, charitable goals mapping, cash-flow support, and concentrated-position management — all aimed at helping clients plot a course to and into financial independence.
Key Responsibilities
Client Advisory & Financial Planning
- Lead the development and delivery of comprehensive financial plans, including cash flow, retirement, tax, estate, insurance, education, and philanthropic planning
- Serve as the primary financial planning expert for complex client relationships
- Translate technical strategies into clear, actionable recommendations for clients
- Conduct ongoing plan reviews and proactively adjust strategies based on life events, market conditions, and regulatory changes
Collaboration & Relationship Management
- Partner with Advisors, Portfolio Managers, and external professionals (CPAs, attorneys, trustees) to deliver integrated solutions
- Participate in client meetings and presentations as a senior subject matter expert
- Support client acquisition and retention through high-quality planning insights
Technical Expertise & Strategy
- Analyze complex compensation structures, business ownership, stock options, and concentrated positions
- Provide advanced tax-efficient planning strategies in coordination with tax professionals
- Stay current on regulatory changes, financial planning best practices, and industry trends
Leadership & Mentorship
- Mentor and provide guidance to Advisors, Financial Planners, and Financial Planning Associates in order to support their professional development
- Review financial plans prepared by junior team members for accuracy and quality
- Contribute to the development of planning standards, processes, and tools
Compliance & Documentation
- Ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards
- Maintain accurate and thorough client documentation within planning and CRM systems
Required Qualifications
- CFP® designation required (or equivalent such as CFA®, CPA, or ChFC®)
- 4+ years of experience in financial planning within wealth management or advisory firms
- Proven experience working with complex client relationships
- Strong knowledge of investment principles, tax planning, retirement planning, and estate strategies
Preferred Qualifications
- Experience with financial planning software (e.g., eMoney, MoneyGuidePro)
- Familiarity with trust, estate, and advanced wealth transfer strategies
- Prior experience mentoring or training junior planners
- Potential desire to serve as the succession plan for existing practices
Key Competencies & Skills
- Exceptional analytical and problem-solving skills
- Strong communication and presentation abilities
- High level of professionalism, discretion, and ethical standards
- Ability to manage complex cases and multiple client relationships
- Collaborative mindset with a client-first approach
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 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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