Growth & Data-Driven Director of Advisory Services

Falcon Wealth Planning is seeking a strategic, results-driven Director of Advisory Services to lead and elevate our advisory organization during a growth phase. This senior role focuses on operational excellence, advisor development, and consistent client service while scaling from $2B to $5B+ in assets under management. The ideal candidate has 7+ years of RIA leadership, strong Salesforce analytics experience, and a track record of building scalable processes and high-performance teams. #J-18808-Ljbffr Falcon Wealth Planning Inc