Whelan Financial · 5 months ago
Client Services Specialist - Investment Advisor – CFP® Professional
Fresno, CA
Full-time
Onsite
Mid Level
$60K/yr - $75K/yr
3+ years expWhelan Financial is a client-centered firm known for providing exceptional service and fostering a supportive culture. They are seeking a Client Services Specialist to interact with clients, implement financial plans, and improve operational processes within the advisory team.
Financial Services
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
Qualification
Required
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
Bachelor's degree
Benefits
Gym membership
401(k) with company match
Paid vacation, holidays, sick days
Medical, dental, vision, and health savings account
Long-term disability insurance
Life Insurance
Company
Whelan Financial
Whelan Financial provides both financial planning and investment management services to individuals, families, trusts and qualified plans.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Portia L. White
Chief Executive Officer
Recent News
The Business Journal
2025-07-18
Company data provided by crunchbase