
51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Perigon Wealth Management is an independent registered investment advisor (RIA) founded, owned and led by lifelong financial advisors that provides customized wealth management, financial planning, risk management, impact investing, and family office services to individuals and families. The firm also operates a platform for financial advisors, offering flexible affiliation structures, business support, and financial-technology-enabled capabilities to help advisors grow and simplify operations while retaining independence. Perigon reported over $11. 2 billion in client assets as of March 31, 2026.
🔥 14 minutes ago
🇺🇸 United States – Remote
💵 $25 / hour
👨🎓 Internship
⚪️ Entry-level
🚫👨🎓 No degree required
👻 Ghost score 0%
Where this job comes from
Posted on Perigon Wealth Management's careers page, not through a job board
First seen by Remote Rocketship 14 minutes ago

51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Perigon Wealth Management is an independent registered investment advisor (RIA) founded, owned and led by lifelong financial advisors that provides customized wealth management, financial planning, risk management, impact investing, and family office services to individuals and families. The firm also operates a platform for financial advisors, offering flexible affiliation structures, business support, and financial-technology-enabled capabilities to help advisors grow and simplify operations while retaining independence. Perigon reported over $11. 2 billion in client assets as of March 31, 2026.
• Participate in a 10–12 week summer internship starting June 7, 2027 • Complete comprehensive onboarding covering Perigon’s mission, values, business, and client service • Rotate through Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development • Support corporate development initiatives through market research, competitive analysis, industry research, growth opportunity identification, business development strategy evaluation, and wealth management trend analysis • Complete an eight-week capstone project researching a business opportunity or challenge • Develop recommendations and present findings to firm leadership • Build relationships with mentors and professionals across Perigon
• Currently enrolled in a college or university • Finance, Business, Economics, or related majors preferred • Must be a junior, senior, or postgraduate • GPA of 3.5 • Genuine interest in wealth management, financial planning, investing, and client experience • Strong communication and relationship-building skills • Interest in client engagement and collaboration • Team-oriented approach • Professionalism and adaptability • Ownership and follow-through • Curiosity and coachability • Ability to occasionally lift and/or move up to 25 pounds
• Paid Summer Internship Program • Mentorship and networking opportunities • Comprehensive onboarding • Department rotations and cross-functional exposure • Hands-on project experience • Capstone project experience • Opportunities to engage with professionals across the firm
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