Advisory Services Executive

Falcon Wealth Planning, Inc.; Ontario; On-site; USD 200,000 - 275,000; Full time

Job summary

Falcon Wealth Planning, Inc. is seeking an Advisory Services Executive to lead and optimize advisory operations. This executive role requires strategic problem-solving and leadership to drive growth from $1B to $5B+ in AUM. The position offers a competitive salary and a comprehensive benefits package.

Benefits

Medical insurance

Vision insurance

401(k)

Professional development opportunities

Potential for long-term equity discussions

Qualifications

• 5+ years of executive-level experience in the RIA space.
• Proven role in firm growth from $1B to $5B+ AUM.

Responsibilities

• Oversee delivery and optimization of advisory service operations.
• Build, coach, and lead advisory teams.
• Partner with C-suite to execute growth strategy.

Skills

Leadership

Problem Solving

Communication

Analytical Skills

Job description

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Falcon Wealth Planning, Inc. provided pay range

This range is provided by Falcon Wealth Planning, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

200,000.00 / yr - $275,000.00 / yr

Direct message the job poster from Falcon Wealth Planning, Inc.

Compensation : $200K–$275K base

Senior Leadership Role | RIA Industry | Strategic Growth Focus

At Falcon Wealth, we’re building something different, something lasting. Our mission is to deliver high-impact, client-first advisory services to a sophisticated and growing clientele. As we scale from an already strong foundation, we’re seeking an experienced and forward-thinking Advisory Services Executive to help lead the way. This is a rare opportunity to step into a high-impact leadership role at a firm that’s actively scaling from $1B to $5B+ in AUM. We’re looking for a strategic problem-solver and proven operator who thrives in growth environments and knows what it takes to lead through scale.

What You’ll Do :

• Lead Advisory Services : Oversee the delivery, optimization, and evolution of all advisory service operations across the firm.
• Manage & Mentor Teams : Build, coach, and lead advisory teams using proven support structures like Diamond Team models to ensure scale, consistency, and excellence.
• Strategic Growth Execution : Partner with the C-suite to execute the firm’s growth strategy while ensuring a seamless, high-touch client experience.
• Training & Development : Design and implement training programs that foster advisor excellence and support long-term team development.
• Operational Oversight : Read and analyze business performance data, reports, and KPIs to identify opportunities, streamline processes, and improve delivery.
• Optimize Support Models : Build scalable support frameworks that empower advisors, improve workflows, and elevate client outcomes.
• Cross-Functional Leadership : Collaborate with internal stakeholders across compliance, operations, investments, and marketing to drive cohesive strategic initiatives.

What We’re Looking For :

• 5+ years of executive-level experience in the RIA space (fee-based or fee-only preferred)
• Proven role in firm growth from $1B to $5B+ AUM
• Deep understanding of team structures, service models, and advisory operations
• Strategic mindset with the ability to translate vision into execution
• Strong leadership and people management skills—someone who helps build culture and brings out the best in teams
• Analytical and operationally savvy with a knack for solving complex problems
• Can-do” attitude with the ability to take initiative and lead without waiting for direction
• Exceptional communicator and cross-functional collaborator

Why Join Falcon Wealth?

• Executive role with high visibility and influence
• Join a fast-growing, client-first Fee-Only RIA with a strong leadership team and vision
• Competitive base salary ($200K–$275K) + bonus potential
• Full benefits package, professional development opportunities, and potential for long-term equity discussions
• Be part of a firm that’s not just growing, but evolving—intentionally and strategically

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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