
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.
🔥 1 hour ago
🇺🇸 United States – Remote
💵 $25 / hour
👨🎓 Internship
⚪️ Entry-level
🎡 Marketing
🚫👨🎓 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 1 hour 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 Perigon Wealth Management’s paid 10-week Summer Internship Program starting June 7, 2027 • Learn how an independent wealth management firm creates interest, earns trust, and develops client relationships • Complete comprehensive onboarding covering the firm’s mission, values, operations, and client-first approach • Rotate through Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development • Support social media and content, market and audience research, email and digital campaigns, event support, and internal and external communications • Research marketing trends across wealth management • Complete a capstone project during the final 8 weeks • Research a business opportunity or challenge, develop recommendations, and present findings to firm leadership • Build relationships with mentors and employees across Perigon
• Currently enrolled in a college or university • Marketing, Communications, Journalism, Media Studies, Business, Advertising, Public Relations, Psychology, Sociology, English, Graphic Design, Digital Media, or related majors preferred • Must be a junior, senior, or postgraduate; rising seniors targeted • Minimum GPA of 3.0 • Curiosity about the human side of marketing • Interest in finance or services marketing is a plus • Strong communication and relationship-building skills • Team-oriented approach • Professionalism and adaptability • Ownership and follow-through • Curiosity and coachability • Willingness to take initiative and support the broader team • Ability to occasionally lift and/or move up to 25 pounds • Ability to perform the stated physical functions, with reasonable accommodations where applicable
• Paid Summer Internship Program • Comprehensive onboarding • Department rotations across Financial Planning, Investment Research, Client Services, Operations, Compliance, People & Culture, and Marketing & Business Development • Mentorship and networking opportunities • Practical marketing experience through real projects • Up to 30 hours per week schedule • Reasonable accommodations for individuals with disabilities
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💰 Series C on 2023-05
👨🎓 Internship
⚪️ Entry-level
🎡 Marketing
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