
Falcon Wealth Planning is a fast-growing, fee-only fiduciary Registered Investment Advisor (RIA) managing over $2 billion in assets under management. As a comprehensive wealth management firm, Falcon provides financial planning, investment management, tax planning, retirement planning, estate planning coordination, and client service solutions designed to help clients build, preserve, and transfer wealth.
The Intern will support various departments across the organization, including Operations, Financial Planning, Client Service, Marketing, Business Development, Compliance, and Administration. This role is designed to provide hands-on exposure to the financial services industry while developing professional skills, business acumen, and an understanding of the day-to-day operations of a leading wealth management firm.
The ideal candidate is professional, detail-oriented, eager to learn, and capable of working in a fast-paced environment. Through mentorship, training, and project-based assignments, the Intern will gain valuable experience while contributing to the success of the firm and its clients.
Operations
Ontario, CA
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