CFP-Ready Retirement Plan Advisor

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

Job summary

Whelan Financial in Fresno, CA seeks a Qualified Plan Specialist - Investment Advisor to join a client-centered, fast-paced team. You will educate plan participants, interact with clients face-to-face and by phone, and collaborate with the advisory staff to fulfill services.

We value integrity, intelligence, and energy, offering growth opportunities, a competitive benefits package, and the potential to advance as an Investment Advisor with CFP® credentials.

Qualifications

• 3–5 years of experience in financial services.
• Desire a career as Investment Advisor and CFP® professional.
• Excellent interpersonal and public speaking skills.
• Strong organizational and data-entry abilities.

Responsibilities

• Face-to-face and phone interaction with clients.
• Educate plan participants regarding retirement benefits.
• Collaborate with advisory team to fulfill client services tasks.
• Work with Third Party Administrators and Record Keepers.
• Data entry and form completion.
• Meeting prep and report generation.
• Assist with firm projects as assigned.

Skills

Interpersonal skills

Public speaking

Project management

Microsoft Office

Education

CFP certification

Job description

Whelan Financial in Fresno, CA seeks a Qualified Plan Specialist - Investment Advisor to join a client-centered, fast-paced team. You will educate plan participants, interact with clients face-to-face and by phone, and collaborate with the advisory staff to fulfill services.

We value integrity, intelligence, and energy, offering growth opportunities, a competitive benefits package, and the potential to advance as an Investment Advisor with CFP® credentials.