Associate Wealth Advisor

Perigonwealth; New Jersey; Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Advisor to support experienced advisors in delivering tailored financial solutions. This role offers a unique opportunity to gain hands-on experience in wealth management, focusing on client relationships and financial planning. You will prepare financial plans, conduct research, and generate performance reports while working in a collaborative environment. If you are passionate about helping clients achieve their financial goals and eager to grow professionally, this position is perfect for you. Join a rapidly growing firm that values service excellence and offers a competitive compensation package.

Benefits

Annual discretionary bonus

Health insurance

Vision insurance

Life insurance

Dental insurance

401k matching

Qualifications

• 5+ years of experience in financial services or related field.
• Bachelor's degree in Finance, Accounting, Economics, or related field.

Responsibilities

• Prepare financial plans and analyze client financial data.
• Manage client inquiries and support financial plan creation.
• Lead client relationship meetings under guidance of Wealth Advisors.

Skills

Certified Financial Planner (CFP)

Series 65

Analytical Skills

Communication Skills

Financial Planning Knowledge

Microsoft Office Suite

Teamwork

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Tools

eMoney

MoneyGuide

Job description

Location: Hybrid work schedule reporting on site to Boca Raton, FL or Ridgewood, NJ

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 5+ years of industry experience and can manage existing client relationships either working with a more experienced advisor or on their own. This position is designed for individuals who are passionate about helping clients achieve their financial goals, eager to grow professionally, and interested in learning more about investment strategies, financial planning, and portfolio management. You will work closely with experienced advisors and support them in delivering personalized financial solutions to clients.

Position Title: Associate Wealth Advisor
Department: Advisory
Location: Hybrid: NJ, FL
Employment Status: Full-time
FLSA Status: Exempt
Effective Date: 4/2025

Company Overview

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $8.7 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.

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.
• 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.
• Prepare client meeting materials and documents.

Skills and Required Competencies

• Progress toward or completion of the CFP (Certified Financial Planner) designation is a plus, but not required.
• Series 65
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in financial services or related field.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
• Strong analytical skills with attention to detail.
• Excellent written and verbal communication skills.
• 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.

• Ability to earn an annual discretionary bonus.
• Company Health, Vision, Life & Dental insurance.
• 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.

The company is an equal opportunity employer and complies with ADA regulations as applicable.