Senior Wealth Planner & Client Strategy Leader

Perigon Wealth Management, LLC; San Francisco (CA); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Perigon Wealth Management, LLC is seeking a Senior Financial Planner to lead comprehensive, goals-based financial planning for firm clients. You will collaborate with Advisors and external professionals to design, implement, and monitor sophisticated strategies for wealth accumulation, preservation, and transfer.

The role demands deep technical expertise, exceptional client-facing skills, and leadership to mentor junior staff while ensuring regulatory and fiduciary standards are met.

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.
• 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 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 and Planning Associates; review plans for accuracy.
• Contribute to planning standards, processes, and tools; ensure regulatory and fiduciary compliance.

Skills

Analytical thinking

Client advisory

Mentorship

Regulatory awareness

Education

CFP designation required (or equivalent such as CFA®, CPA, or ChFC®)

Tools

eMoney

MoneyGuidePro

Job description

Perigon Wealth Management, LLC is seeking a Senior Financial Planner to lead comprehensive, goals-based financial planning for firm clients. You will collaborate with Advisors and external professionals to design, implement, and monitor sophisticated strategies for wealth accumulation, preservation, and transfer.

The role demands deep technical expertise, exceptional client-facing skills, and leadership to mentor junior staff while ensuring regulatory and fiduciary standards are met.