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Senior Financial Planner: Complex Wealth Strategy Lead
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-02
Listing for:
Perigon Wealth Management
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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