Senior Financial Planner: Complex Wealth Strategy Lead

Perigon Wealth Management; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design, implement, and monitor sophisticated strategies supporting wealth accumulation 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.

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.

Responsibilities

• 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
• 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
• 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
• 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
• Ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards
• Maintain accurate and thorough client documentation within planning and CRM systems

Skills

Client advisory

Communication

Financial analysis

Mentoring/leadership

Education

CFP certification

Bachelor's degree in finance or related field

Tools

eMoney

MoneyGuidePro

Job description

Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design, implement, and monitor sophisticated strategies supporting wealth accumulation 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.