Full-Stack Engineer, Internal Apps & AI

Falcon Wealth Planning, Inc.•Ontario, CA

18d•$115,000 - $130,000

About The Position

This builder role at a regulated financial firm focuses on developing and supporting internal applications, data systems, AI features, and integrations. You will take existing fast-built prototypes and turn them into secure, tested, maintainable production applications, while developing new tools, beginning with a Falcon data warehouse that consolidates custodian, CRM, and financial-planning data. Applications must include sign-in, access controls, logging, tests, and rollback capabilities. Approximately 80% of the role is building and shipping internal apps, data warehouse capabilities, integrations, and AI features. Approximately 20% is IT systems support, including identity and access administration and backup support for Zoom, network, and endpoint issues. The role also involves protecting client data, supporting regulatory recordkeeping expectations, monitoring reliability and AI costs, and communicating changes to non-technical staff. The position offers a base salary of $115,000–$130,000, comprehensive medical, dental, and vision coverage, a 401(k) plan with company match, generous paid time off and paid firm holidays, and professional development support for continuing education, licensing, and industry conferences.

Requirements

At least 4 years of experience building and shipping full-stack web applications using TypeScript or JavaScript, React or Next.js, and Node or Python.
Daily hands-on use of AI coding tools such as Claude Code, Cursor, or Replit Agent, with sound judgment about when to trust or rewrite generated output.
Strong SQL and data-modeling skills in Postgres or a cloud data warehouse, including building data pipelines and mapping data between systems.
Experience consolidating systems or migrating data between platforms, including deduplicating and reconciling records.
Experience with REST APIs, webhooks, OAuth, and SSO using OIDC or SAML.
Experience shipping features on LLM APIs, including prompts, structured output, evaluation, and cost control.
Security practices including secret management, access control, input validation, and safe handling of personal data.
Experience with Git, code review, automated tests, and repeatable deployments.
Clear written communication, including short specifications, change notes, and plain-English updates for non-technical staff.
Ability to pass a background check, as required for financial services employees.

Nice To Haves

Experience with Snowflake, BigQuery, or a similar cloud warehouse and transformation tools such as dbt.
Google Cloud Platform or AWS experience, including app hosting, managed databases, storage, identity and access, and cloud cost management.
Experience with wealth management data feeds or platforms such as BridgeFT, Milemarker, or Addepar.
Salesforce development or administration experience, including Apex, Flows, REST and Metadata APIs, especially Financial Services Cloud.
Zoom API experience with Phone, Contact Center, or Team Chat apps.
Google Workspace API experience with Gmail, Drive, or Calendar.
Experience at an RIA, broker-dealer, or other SEC-regulated firm.
Experience building AI agents with human approval steps or retrieval over company documents.
Okta administration and Okta Workflows experience.
Familiarity with custodian platforms such as Fidelity, Schwab, TradePMR, and Interactive Brokers.

Responsibilities

Build and ship full-stack internal web applications and automations, using AI coding tools from short specifications or wireframes through production.
Own and support internal applications, including tools for help desk operations, partner relationships, digital forms, account-opening workflows, financial planning, and sales-call scoring.
Develop a CRM platform connected to the data warehouse so teams can work from a unified view of each client.
Develop custom applications at management's direction, from requirements through build, release, and support.
Test and QA releases through automated tests, user acceptance testing with requesting teams, and regression checks.
Turn prototypes into maintainable code through sound data models, tests, code review, version control, and documented deployments.
Build AI features using LLM APIs for document and transcript extraction, scoring, drafting, and agents that propose changes for human approval.
Design and build Falcon's data warehouse as a source of truth for custodian, Salesforce, eMoney, Zoom, and document data.
Map data across systems, including field-level mappings, household and account matching, and shared definitions for consistent reporting.
Build and operate data pipelines from custodian feeds and APIs, with checks for bad, late, or missing data.
Consolidate systems by retiring overlapping tools, migrating data, and merging duplicate records.
Integrate with Salesforce, Zoom, Google Workspace, and custodian platforms including Fidelity, Schwab, TradePMR, and Interactive Brokers.
Keep Salesforce data clean and synchronized across applications.
Secure applications with Google or Okta SSO and role-based access.
Protect client data using encryption, redaction before data is sent to AI services, least-privilege API keys, and secret management.
Implement audit logs, approval steps, and rollback for applications that change production systems, supporting SEC books-and-records and Regulation S-P expectations.
Monitor uptime, errors, and AI usage costs, and resolve issues promptly.
Support identity and access in Okta and Google Workspace, including automated onboarding and offboarding with Okta groups and Workflows.
Provide backup support for Zoom, network, and endpoint issues as needed.