As a Senior Portfolio Manager in Wealth Management, you will be responsible for overseeing investment portfolios for high-net-worth clients, developing tailored strategies, and providing strategic insights on wealth management. This role combines in-depth financial analysis, investment management expertise, and client relationship management, ensuring client portfolios align with their long-term financial goals. The ideal candidate will bring experience in asset allocation, risk management, and financial planning, and work closely with financial advisors and the wealth planning team to deliver exceptional value.

Salary: $100,000 - $150,000 DOE

Requirements:

Bachelor’s degree in Finance, Economics, or related field required.

5 - 7+ years of experience in portfolio management or investment advisory roles.

Series 65 or equivalent certification, or ability to obtain one within a specified period.

We are seeking an entrepreneurial Estate Planning Attorney to join our team as the President of Falcon Wealth Estate Planning, LLC. This is a unique partnership opportunity for a driven professional looking to make a significant impact in the field of estate planning.

Salary: $100k-$150k, with profit-sharing options after certain metrics are met.

Requirements:

Juris Doctor (JD) from an accredited law school.

Active bar membership in California or Arizona. Must be in good standing

Minimum of 5 years of experience in estate planning.

As a Financial Planner at Falcon Wealth, you are responsible for the best client experience possible while gathering and analyzing information, developing and implementing recommendations, and monitoring their financial plans. Educating your clients is paramount and collaboration is critical to delivering expert, comprehensive advice to your clients.

Salary: $80K - 250K+

Requirements: Certified Financial Planner™ (CFP®) Designation

As a Certified Public Accountant with Falcon Wealth Tax & Consulting, you’ll be responsible for preparing and reviewing individual, corporation, partnership, and trust tax returns. You’ll partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research important tax issues.

Salary: $80K-250K+

Requirements: Certified Public Accountant (CPA) Designation

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

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

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 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

As a Trading Specialist, you’ll be responsible for assisting the Portfolio Trader with daily trading activities, such as daily trading and rebalancing accounts, researching and resolving account issues related to moving money, preparing performance and other analytic reports, and communicating with clients, associates, and third-parties.

Salary: $45k-65k

*Position Available in Ontario, California Location Only

As a Tax Specialist with Falcon Wealth Tax Service, you are responsible for assisting the CPA and clients with tax-related items. You’ll help prepare tax returns or provide information and advice to clients to help them fill out their own taxes. You’ll answer questions and help clients prepare for future tax situations and ensure compliance with government regulations.

Salary: $35K-65K

*Position Available in Ontario, California Location Only

As a Marketing Specialist at Falcon Wealth Planning, you’ll be expected to assist the Marketing Manager with creating advertising campaigns, help develop branding strategies and maintain all forms of social media. You’ll be responsible for helping organize events and track the success of multiple marketing campaigns.

Salary: $30K-80K

*Position Available in Ontario, California Location Only

As one of the few industries in which work goes hand in hand with certification, Falcon Wealth welcomes all students eager to learn about the world of finance. You’ll be expected to assist the company with tasks set up by your assigned team, such as research or data analysis.

Salary: $0-$16 per hour

Requirements: 3+ Years in College**

*Positions Available in Ontario, California Location Only

**Exceptions for higher academic standing may be considered