Investment Advisor – CFP Professional

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 Investment Advisor – CFP® Professional Fresno, CA·Full time

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 to build a long-term career as a Financial 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 $75k and $120k/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.