Falcon Wealth Planning, Inc. Planning Specialist Ontario, CA · Full time

Apply for Planning Specialist

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.

Planning Specialist

As a Financial Planning Specialist with Falcon Wealth, you will be part of a rapidly growing financial planning firm. You’ll be responsible for assisting the Financial Planners and Associate Financial Planners in all aspects of the planning process. 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.

Salary: $40K-70K

*Position Available in Ontario, California Location Only