Associate Planner at Falcon Wealth Planning, Inc.

Ontario, California, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

75000.0

Posted On

30 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Client service, CRM systems, Data organization, Meeting coordination, Portfolio review, Account paperwork, Investment operations, Microsoft Office, Communication skills, Interpersonal skills, Attention to detail, Time management, Compliance, Retirement planning, Tax planning

Industry

Investment Management

Description

Associate Financial Planner Job Description Position Summary The Associate Financial Planner serves as a key support role to the advisory team by assisting with client service, financial planning preparation, meeting coordination, follow-up tasks, and operational support. This position works closely with Financial Advisors to help deliver an exceptional client experience while ensuring accuracy, organization, and efficiency throughout the planning process. This role is ideal for an individual looking to grow within the financial planning industry while developing technical knowledge, client service skills, and exposure to comprehensive financial planning. Key Responsibilities Advisor & Client Support Support Financial Advisors with day-to-day client service and administrative needs Prepare for client meetings by organizing agendas, reports, and planning materials Assist with gathering and organizing client financial data and documentation Handle client follow-up tasks, requests, and service items in a timely manner Maintain accurate client records and update CRM systems as needed Coordinate account paperwork, transfers, beneficiary updates, and custodial forms Assist with scheduling meetings and managing advisor calendars Help ensure a smooth and high-quality client experience throughout all interactions Financial Planning Support Assist in preparing financial plans and planning analyses Input and review client information within financial planning software Support advisors with retirement, investment, insurance, tax, and cash flow planning preparation Prepare meeting summaries and track action items following client meetings Assist with portfolio and account review preparation Operational & Team Support Collaborate with advisors and operations teams to complete client-related processes efficiently Help maintain compliance with firm policies, procedures, and confidentiality standards Support internal projects, workflows, and process improvements as assigned Participate in team meetings, trainings, and ongoing professional development opportunities Qualifications Bachelor’s degree preferred, ideally in Finance, Business, Economics, or related field Strong organizational skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple priorities in a fast-paced environment Professional, positive, and team-oriented mindset Proficiency in Microsoft Office and ability to learn financial software systems Previous customer service, administrative, or financial industry experience preferred Preferred Qualifications Experience working within the financial planning or wealth management industry strongly preferred Experience using Salesforce, eMoney, or similar financial planning and CRM software strongly preferred CFP® certification or actively working toward CFP® completion strongly preferred Familiarity with financial planning processes, client service workflows, and investment operations preferred What Success Looks Like Provides exceptional support to advisors and clients Maintains strong attention to detail and accuracy Responds promptly and professionally to client needs Demonstrates reliability, organization, and initiative Contributes positively to team culture and client experience Continues developing financial planning knowledge and industry expertise Work Environment This position operates in a professional office environment and requires regular collaboration with advisors, operations teams, and clients. The role may involve managing multiple deadlines and priorities while maintaining a high level of professionalism and confidentiality. Falcon Wealth Planning is an Equal Opportunity Employer and is committed to creating an inclusive and supportive workplace for all associates.

Responsibilities

The Associate Planner supports financial advisors by managing client service tasks, preparing financial planning materials, and coordinating meeting logistics. They also maintain accurate client records and assist with operational workflows to ensure an efficient planning process.