Falcon Wealth Planning

Fee-only firm providing comprehensive financial planning and investment management.

Discussion

financial-serviceswealth-management

falconwealthplanning.com ↗

Company facts

Founded: 2015
Employees: 50
Headquarters: United States
Type: Private

3 jobs

Posted Sort

3 jobs Posted Sort

Falcon Wealth Planning

4 weeks ago

Receptionist/Trading Assistant

MENAPart-time

Israel

About the role We are seeking a dependable and personable Part-Time Receptionist / Trading Assistant to support our Oak Brook Terrace office. This is a great opportunity for someone who enjoys both client interaction…

Apply

Falcon Wealth Planning

3 months ago

Administrative Coordinator

Open 46d North America

Position Summary The Administrative Coordinator provides administrative and office support to the Executive Assistant while assisting with the day-to-day operations of the office. This role is ideal for someone with…

Apply

Falcon Wealth Planning

8 months ago

Director of Trading

Open 46d North America

About the Role The Director of Trading is responsible for the strategic leadership of Falcon's trading department. This role oversees portfolio implementation, trade execution, rebalancing, investment operations,…

AI Automation Eclipse Process Improvement Vendor Management

Apply