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Financial Planning Associate - West

June 30, 2026

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Position Overview

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 support to lead advisors based in our San Francisco office — helping gather client data, build financial plans, run scenarios, and develop tailored strategies. You will be expected to participate in client meetings and assist with follow-up.

It’s an ideal opportunity for someone looking to grow their career in financial planning while learning from a team consistently recognized for excellence.

Position Title: Private Client Associate

Department: Advisory

Location: Hybrid/Remote
Hybrid in San Francisco preferred, remote optional

Employment Status: Full-time

FLSA Status: Exempt

Compensation: $65,000 – $85,000

Effective Date: 1/2026

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.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Assist in the preparation of and updating of financial plans, including gathering data, analyzing financial information, providing supporting analysis and updating client portfolios.
  • Assist in running financial planning software to model different financial scenarios.
  • Help manage client inquiries and ensure they are directed to the appropriate team members when necessary.
  • Review and analyze client financial data to ensure accuracy and completeness.
  • Generate investment performance reports and client portfolio updates.
  • Conduct research on financial products, market trends, and other relevant financial planning topics.
  • Assist in the preparation of client meeting materials and documents.
  • Collaborate with tax and estate planning professionals.
  • Maintain a work schedule that is consistent with West Coast work hours.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Bachelor’s degree
  • Demonstrated progress toward or completion of the CFP® (Certified Financial Planner) designation.
  • 1–3 years of experience in wealth management or related field. (Internships or prior roles in wealth management are advantageous.)
  • Fiduciary, client-forward values, and the desire to help people build the lives they want to lead.
  • A team-oriented attitude with the ability to work independently when needed.
  • Ability to prioritize tasks and manage multiple deadlines.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Excellent written and oral communication and interpersonal skills.
  • A ruthless eye for detail.
  • Familiarity with financial planning software (e.g., eMoney, Holistiplan).
  • Previous use of Salesforce and Orion tools a plus.
  • Proficiency in Google suite of online tools (Sheets, Docs).
  • Passion for 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.

  • Annual salary = $65,000 –$85,000 based on experience
  • Ability to earn an annual discretionary bonus
  • Company Health, Vision, Life & Dental insurance
  • Hybrid preferred, remote optional
  • Company matched 401(k) plan
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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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