Falcon Wealth Planning, Inc. Business Development Specialist Remote · Full time

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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.

Business Development Specialist

As a Business Development Specialist, you’re the first point of contact for the consistent flow of prospective clients that are searching for financial guidance. You’ll be responsible for detailing Falcon Wealth’s services through phone calls, emails, and text messages, as well as setting, appointments for our Financial Planners.

Salary: $40K-80K

*Potential Remote Position

As a Business Development Specialist, you’re the first point of contact for the consistent flow of prospective clients that are searching for financial guidance. You’ll be responsible for detailing Falcon Wealth’s services through phone calls, emails, and text messages, as well as setting, appointments for our Financial Planners.

Salary: $40K-80K

*Potential Remote Position