About Falcon Wealth Planning

Falcon Wealth Planning is a fast-growing, fee-only registered investment advisory firm providing comprehensive financial planning and wealth management services. With over $1.5 billion in assets under management, we serve individuals, families, and business owners nationwide with a fiduciary, client-first approach.

Headquartered in California, Falcon Wealth Planning is built on a culture of integrity, collaboration, and accountability. We value professionals who take ownership of their work, operate with transparency, and thrive in a dynamic, growth-oriented environment. As the firm continues to expand, we offer meaningful opportunities for professional development, cross-department collaboration, and long-term career growth.

Falcon Wealth Planning – Ontario, CA (potential for hybrid)
Compensation: $65,000 base salary with total potential earnings up to $500,000+ annually, based on performance

Falcon Wealth Planning, a fast-growing fiduciary financial planning firm, is seeking a Client Conversion Specialist to join our Advisory team. This role serves as the final step in the client acquisition process, partnering with Advisors and Relationship Managers to help close high-value or complex prospects.

The ideal candidate is a proven closer—confident, professional, and skilled at earning trust while guiding clients toward informed decisions. Experience in financial services, insurance, or automotive sales is highly valued.

Responsibilities

• Work directly with Advisors and Relationship Managers to close qualified leads.
• Present Falcon’s financial planning process and fiduciary value proposition.
• Handle objections with professionalism and clarity.
• Maintain detailed records and follow-up activity in Salesforce.
• Consistently meet or exceed monthly and quarterly conversion goals.

Qualifications

• Proven record of success in meeting or exceeding sales goals.
• Excellent communication and negotiation skills.
• Strong ability to build rapport and guide clients through decisions.
• Experience in financial services, insurance, or automotive sales required.
• Self-motivated, organized, and results-driven.
• Bachelor’s degree preferred but not required.

Benefits

• $65K base salary with potential to earn $500K+ based on performance.
• Medical, dental, vision, 401(k), and paid time off.
• Career growth opportunities within Advisory and Relationship Management.
• Supportive, professional team environment.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Ability to Commute:

• Ontario, CA 91764 (Required)

Ability to Relocate:

• Ontario, CA 91764: Relocate before starting work (Required)

Work Location: Hybrid remote in Ontario, CA 91764