Falcon Wealth Planning, Inc. Operations 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.

Operations Specialist

As an Operations Specialist, your responsibilities with include preparing and processing client paperwork, researching and resolving account-related issues, and communicating with clients, associates, and third parties to provide a first-rate experience for all clients.

Salary: $30K-60K