Client Services Specialist – Investment Advisor – CFP Professional

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 Client Services Specialist - Investment Advisor – CFP® Professional Fresno, CA·Full time Apply for Client Services Specialist - Investment Advisor – CFP® Professional

Description

In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture, with a reputation for providing unprecedented service. This is a fast-paced firm! We need people who aren’t afraid of a challenge and are seeking a career as opposed to a job. As such, we must obtain and retain elite talent—those who have integrity, intelligence, and energy!

Our most successful team members go beyond the task at hand, they care deeply for both the client’s well-being and the betterment of the company. This is demonstrated by one’s ability to connect the “something” they’re doing to the “someone” they’re helping, all while improving upon services to clients and streamlining processes. We value the right internal make-up over a specific set of skills.

We care about our employees, their growth, their ideas, and overall well-being. In addition to a competitive benefits package, we have regular check-ins about career growth trajectories, and seek to stay ahead of our team and their needs.

Core responsibilities for this position, include but are not limited to:

• 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

Qualifications:

• Delightful personality with a warm demeanor
• Desire a career as an Investment Advisor and CFP ® professional
• Exceptional interpersonal communication skills with a strength in public speaking
• The ability to manage involved projects
• Technologically proficient including Microsoft Suite
• 3-5 years’ work experience in financial services
• 401(k) with company match
• Medical, dental, vision, and health savings account
• Long-term disability insurance
• Life Insurance

The applicant should expect to work full-time.Base salary will depend on experience and education and may range between $60k and $75k/annually. Salary is negotiable for a more established advisor with an existing client base. Investment advisors are eligible for additional incentive compensation which will be further outlined during the interview process. Applicants should be prepared to undergo background, drug and credit screenings at the appropriate time.