CFP Investment Advisor - Client Services Leader

Whelan Financial; Fresno (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Medical/Dental/Vision insurance

Health Savings Account

Long-term disability insurance

Life Insurance

Job summary

Whelan Financial is seeking a Client Services Specialist - Investment Advisor to join our Fresno team. This role focuses on client-facing service, financial planning support, and collaboration with the advisory team to deliver tailored investment guidance.

The ideal candidate has CFP® credentials or is pursuing them, strong communication skills, and a commitment to a career in financial planning. Base salary ranges from $60,000 to $75,000 and is commensurate with experience.

Qualifications

• Strong interpersonal communication and public speaking skills.
• Ability to manage multiple projects and priorities.
• Proficient with Microsoft Office and related software.

Responsibilities

• Face-to-face and digital client interactions.
• Create, implement, and monitor financial plans.
• Support advisory team with client services tasks.
• Develop and present investment and financial planning proposals.
• Lead project management and operational improvements.

Skills

Interpersonal communication

Project management

Microsoft Office

Education

CFP® professional

Tools

Microsoft Office

Job description

Whelan Financial is seeking a Client Services Specialist - Investment Advisor to join our Fresno team. This role focuses on client-facing service, financial planning support, and collaboration with the advisory team to deliver tailored investment guidance.

The ideal candidate has CFP® credentials or is pursuing them, strong communication skills, and a commitment to a career in financial planning. Base salary ranges from $60,000 to $75,000 and is commensurate with experience.