Falcon Wealth Planning is an independent registered investment advisory firm dedicated to helping individuals and families build, manage, and preserve wealth through thoughtful, fiduciary-driven financial planning. With a collaborative, client-first approach, Falcon Wealth provides comprehensive investment management, retirement planning, and ongoing advisory services tailored to each client’s goals. Our team values integrity, accountability, and long-term relationships, and we are committed to delivering clear guidance in an ever-changing financial landscape.

The Financial Planning Specialist supports and assists the financial planners in all aspects of the planning process. This individual supports the financial planners by preparing deliverables for client meetings; Inputting client data in the planning software; Generating various reports & projections; Communicating with clients, internal associates, and third parties as necessary. This role works closely with the financial planners to assure a first-rate experience for client meetings.

As a Financial Planning Specialist with Falcon Wealth Planning, you will be part of a rapidly growing financial planning firm. Your experience is a vital part of our success, and we will provide you with all the training and resources you need. You may also qualify for advancement to other positions depending on your credentials.

JOB DUTIES

· Prepare meeting deliverables for client meetings

· Generate reports and other analytical projections for financial planners

· Data entry into financial planning software and internally created reports to assist in creating comprehensive financial plans

· Assist financial planners and other departments with other projects as needed

· Communicate with clients to reschedule meetings, open accounts, and answer questions

REQUIRED EXPERIENCE/QUALIFICATIONS

· Ability to communicate with clients and associates in a clear and concise manner

· Familiarity with general office software (Microsoft Office Suite)

· Ability to organize and prioritize work to meet deadlines

· Strong attention to detail & accuracy, and commitment to quality

· Flexibility to change priorities and support other associates

PREFERRED EXPERIENCE/QUALIFICATIONS

· Bachelor’s degree

· Familiarity with planning software such as eMoney, Money guide Pro etc.

· Relevant educational or professional experience (finance, accounting, or business administration)

ABOUT FALCON WEALTH PLANNING

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. We are proudly a FEE ONLY Registered Investment Advisor and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

Falcon Wealth Planning was founded in 2015 with a focus on tax-efficient comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced triple-digit growth annually and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors. Falcon Wealth Planning has also been recognized by Inc. Magazine as one of the 2018 Best Workplaces.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Ontario, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• FINRA License (Preferred)
• CFP Certification (Preferred)