Business Development Specialist

Falcon Wealth Planning, Inc.

Compensation

$50,000 – $60,000 base salary + bonus potential Location: In-Office Employment Type: Full-Time Position Overview The Business Development Specialist supports Falcon’s continued growth by engaging with prospective clients, qualifying leads, and coordinating introductory meetings with advisors. This in-office role works closely with advisors, marketing, and leadership to ensure a consistent and professional prospect experience.

Key Responsibilities

Engage with prospective clients via phone, email, and in-person coordination Qualify inbound and outbound leads and assess alignment with Falcon’s services Schedule introductory meetings between prospects and advisors Maintain accurate prospect and activity records in CRM systems (Salesforce or similar) Partner with advisors, marketing, and leadership on business development initiatives Adhere to compliance standards within a regulated financial services environment Track outreach activity, conversion metrics, and pipeline progress Support additional business development projects as assigned Qualifications & Experience 1–3 years of experience in business development, sales support, client service, or a related role Financial services, wealth management, or professional services experience preferred Strong communication skills with a professional phone presence Highly organized with strong attention to detail Comfortable working in an in-office, team-oriented environment Proficient with CRM tools and basic reporting Self-motivated, dependable, and coachable Compensation & Benefits Base salary of $50,000 – $60,000, depending on experience Bonus potential tied to performance Health, dental, and vision insurance 401(k) with company match Paid time off and paid holidays Opportunities for growth within a rapidly expanding firm Why Join Falcon In-office collaboration with experienced advisors and leadership Clear performance expectations and development opportunities Professional, fast-paced, and supportive work environment About Falcon Wealth Planning Falcon Wealth Planning, Inc.

is a fee-only fiduciary registered investment advisory firm with over $1.5B in assets under management. We are a fast-growing firm committed to delivering exceptional client service while upholding the highest ethical and regulatory standards. Our culture is collaborative, professional, and growth-focused.