The Operations Associate/Manager will have primary responsibility for centralized administration of data in Perigon’s portfolio management and reporting system (Orion).
Careers Articles
Associate Wealth Advisor
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.