Note: The job is a remote job and is open to candidates in USA. Falcon Wealth Planning is a fee-only fiduciary wealth management firm providing comprehensive financial planning and disciplined investment management for individuals and families. The Certified Financial Planner will develop customized financial plans, provide portfolio guidance, manage client relationships, educate clients, and advise on tax and retirement strategies while contributing to client and firm growth.
Responsibilities
- Develop and implement customized financial plans addressing retirement planning, investment strategy, tax efficiency, estate considerations, insurance planning, and cash flow management
- Conduct in-depth financial reviews and develop actionable strategies aligned with client goals and time horizons
- Monitor progress toward financial goals and proactively recommend adjustments when circumstances or market conditions change
- Utilize financial planning tools and analysis to deliver sophisticated, client-focused recommendations
- Provide investment advice and portfolio oversight aligned with client risk tolerance and financial objectives
- Collaborate with the firm’s investment team regarding asset allocation, portfolio construction, and rebalancing strategies
- Monitor portfolios and recommend changes when necessary to maintain alignment with client financial plans
- Serve as a trusted advisor to clients, maintaining long-term relationships built on trust, transparency, and consistent communication
- Lead client meetings and financial reviews, providing clear guidance on planning strategies and investment decisions
- Respond promptly to client questions and provide proactive advice as financial needs evolve
- Simplify complex financial concepts and empower clients through education and clear communication
- Help clients understand the reasoning behind financial strategies and investment decisions
- Guide clients through major financial milestones such as retirement, liquidity events, and estate planning considerations
- Advise clients on retirement savings strategies, tax-advantaged accounts, and retirement income planning
- Provide guidance on tax-efficient investment strategies and distribution planning
- Assist clients with Social Security planning, required minimum distribution strategies, and long-term tax considerations
- Work closely with Falcon’s relationship managers, operations team, and investment professionals to deliver seamless client service
- Support the onboarding of new clients through financial analysis and planning development
- Contribute to the continued growth of the firm through client service excellence and relationship development
Skills
- Candidates must hold an active Certified Financial Planner™ (CFP®) designation and remain in good standing with the CFP Board
- Applicants who do not currently hold the CFP® certification will not be considered for this role
- 3+ years of experience in financial planning, wealth management, or advisory services
- Strong background in investment management and financial strategy development
- Strong communication skills with the ability to explain complex financial concepts clearly
- Client-focused mindset with a commitment to fiduciary responsibility
- Strong analytical and problem-solving abilities
- Ability to build and maintain long-term client relationships
- Highly organized with the ability to manage multiple clients and priorities
- Bachelor's degree in finance, economics, accounting, or a related field
- Ongoing professional development within financial planning and wealth management
- Arizona based candidates preferred
- Experience providing comprehensive planning for high-net-worth individuals and families preferred
Benefits
- Dedicated operations, technology, and client service teams
- Ongoing education, mentorship, and leadership development opportunities
- Operational support, planning infrastructure, and a fiduciary platform
- Collaborative team environment
Company Overview
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