
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.
• Research and identify new data sets for targeted outreach campaigns • Evaluate third-party data providers, public data sources, and enrichment tools • Draft messaging for sequences and design and execute A/B tests • Analyze performance data and iterate on messaging • Build and improve reporting dashboards for campaign performance • Analyze tool usage and adoption patterns across workflows • Develop data visualizations • Measure the effectiveness of growth automation tools • Identify opportunities to optimize workflows • Document findings and present recommendations to the Digital Strategy team • Complete a capstone project researching a business opportunity or challenge and present recommendations to firm leadership • Participate in department rotations and mentorship/networking activities
• Currently enrolled in a college or university • Must be a junior, senior, or postgraduate • GPA of 3.0 or higher • Finance, Business, Economics, or related majors preferred • Strong interest in wealth management and financial planning • Eager to learn, collaborate, and take initiative • Interest or knowledge in engineering, data, and AI • Excellent communication and analytical skills • Ability to occasionally lift and/or move up to 25 pounds • Ability to perform the listed physical functions, with reasonable accommodations available
• Paid summer internship • Comprehensive onboarding • Department rotations across Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development • Capstone project with presentation to firm leadership • Mentorship and networking opportunities
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