About Falcon Wealth Planning

Falcon Wealth Planning, Inc. is a fee-only fiduciary registered investment advisory firm with over $1.5B in assets under management. We are a fast-growing firm committed to delivering exceptional client service while upholding the highest ethical and regulatory standards. Our culture is collaborative, professional, and growth-focused.

Falcon Wealth Planning, Inc.
Compensation: $50,000 – $60,000 base salary + bonus potential
Location: In-Office
Employment Type: Full-Time

Position Overview

The Business Development Specialist supports Falcon’s continued growth by engaging with prospective clients, qualifying leads, and coordinating introductory meetings with advisors. This in-office role works closely with advisors, marketing, and leadership to ensure a consistent and professional prospect experience.

Key Responsibilities

• Engage with prospective clients via phone, email, and in-person coordination
• Qualify inbound and outbound leads and assess alignment with Falcon’s services
• Schedule introductory meetings between prospects and advisors
• Maintain accurate prospect and activity records in CRM systems (Salesforce or similar)
• Partner with advisors, marketing, and leadership on business development initiatives
• Adhere to compliance standards within a regulated financial services environment
• Track outreach activity, conversion metrics, and pipeline progress
• Support additional business development projects as assigned

Qualifications & Experience

• 1–3 years of experience in business development, sales support, client service, or a related role
• Financial services, wealth management, or professional services experience preferred
• Strong communication skills with a professional phone presence
• Highly organized with strong attention to detail
• Comfortable working in an in-office, team-oriented environment
• Proficient with CRM tools and basic reporting
• Self-motivated, dependable, and coachable

Compensation & Benefits

• Base salary of $50,000 – $60,000, depending on experience
• Bonus potential tied to performance
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Opportunities for growth within a rapidly expanding firm

Why Join Falcon

• In-office collaboration with experienced advisors and leadership
• Clear performance expectations and development opportunities
• Professional, fast-paced, and supportive work environment