Falcon Wealth Planning, Inc. Associate Financial Planner Ontario, CA · Full time

Apply for Associate Financial Planner

At Falcon Wealth, our mission is to provide our clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with professional advice that enhances their quality of life and leads to simple solutions. We offer customized advice on each client’s wealth planning issues. Our priority is to provide clients with clarity, and education, and to make planning simple and tangible to achieve their financial goals. Here at Falcon Wealth Planning, we pride ourselves on being our client’s financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now, tomorrow, and in future generations.

Associate Financial Planner

As an Associate Financial Planner, you’ll work closely with the Financial Planners in educating and assisting clients on a daily basis, helping and producing reports, and communicating with clients on behalf of their Financial Planner if they are not available. This position has the potential for advancement to Financial Planner depending on your credentials.

Salary: $60-95K

*Position Available in Ontario, California Location Only