Overview
Location: Boca Raton, FL 33486
The Associate Wealth Advisor supports lead Wealth Advisors and gains practical exposure to wealth management. This role involves formulating and implementing recommendations while collaborating with technical specialists when needed. Candidates typically have 2 to 5 years of industry experience and can manage client relationships either alongside a more senior advisor or independently. This position suits individuals who are passionate about helping clients reach their financial goals, eager to grow professionally, and interested in expanding their knowledge of investment strategies, financial planning, and portfolio management. You will work closely with experienced advisors to deliver personalized financial solutions to clients.
Key Responsibilities
- Prepare financial plans by gathering data, analyzing financial information, and updating client portfolios.
- Handle client inquiries and ensure they are routed to the appropriate team members when needed.
- Support the creation of financial plans by preparing various financial analysis reports.
- Review and analyze client financial data to ensure accuracy and completeness.
- Generate investment performance reports and client portfolio updates.
- Run financial planning software to model different financial scenarios.
- Conduct research on financial products, market trends, and other relevant financial planning topics.
- Lead existing client relationship meetings under the guidance of an experienced Wealth Advisor.
- Prepare client meeting materials and documents.
Qualifications
The ideal candidate has 2-5 years of industry experience and can manage existing client relationships either with a more experienced advisor or on their own. They are passionate about helping clients achieve their financial goals, motivated to grow professionally, and interested in learning more about investment strategies, financial planning, and portfolio management.
About Perigon Wealth Management
Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $9 billion in client assets as a fee-based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.
