CFP Financial Planner & Advisor: Client-Centric Growth

Whelan Financial; Fresno (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Whelan Financial is seeking an Investment Advisor – CFP® Professional in Fresno, CA for a full-time role. We seek elite talent with integrity, energy, and a client-centered mindset to deliver exceptional service and grow with the firm.

The position involves direct client engagement, financial planning, and collaboration with the advisory team. Base salary ranges from $75k to $120k per year, depending on experience and education, with additional incentive compensation for established advisors.

Qualifications

• 3-5 years' work experience in financial services.
• Strong interpersonal and communication skills.
• Desire to build a long-term career as a Financial Advisor.

Responsibilities

• Face to face and digital interactions with clients
• Creating, implementing, and monitoring financial plans
• Working with the advisory team to fulfill client services tasks
• Developing and presenting investment and financial planning proposals
• Project management and strategizing operational improvements within your team
• Data entry and form completion
• Meeting prep and report generation
• Assisting with firm projects as assigned

Skills

Interpersonal communication

Public speaking

Project management

Client service

Tools

Microsoft Office

Job description

Whelan Financial is seeking an Investment Advisor – CFP® Professional in Fresno, CA for a full-time role. We seek elite talent with integrity, energy, and a client-centered mindset to deliver exceptional service and grow with the firm.

The position involves direct client engagement, financial planning, and collaboration with the advisory team. Base salary ranges from $75k to $120k per year, depending on experience and education, with additional incentive compensation for established advisors.