- Location
- San Francisco, California, United States
- Job type
- Full-time
Required skills
- Fidelity
- TD Ameritrade
- Schwab
- Pershing
- SEI
- DocuSign
- CRM
- Portfolio Management Software
About the role
Strong client service background in wealth management, asset management, insurance, banking or related industry; excellent communication skills; experience with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI); working knowledge of portfolio management software, CRM, DocuSign, and cloud storage.
About Perigon Wealth Management, LLC
Independent, advisor-owned U.S. RIA providing fiduciary wealth management, financial planning, and investment advice to individuals and families.
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