Senior Financial Planner: Complex Wealth Strategy Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
Our group is growing, and we are hiring a Senior Financial Planner:
Complex Wealth Strategy Lead in San Francisco, CA, United States.
This role, Senior Financial Planner:
Complex Wealth Strategy Lead at Perigon Wealth Management, could be your next opportunity.
Are you ready to take on the Senior Financial Planner:
Complex Wealth Strategy Lead role at Perigon Wealth Management?
We would love to welcome a new Senior Financial Planner:
Complex Wealth Strategy Lead to our organisation in San Francisco, CA, United States.
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