Whelan Financial · 5 months ago
Qualified Plan Specialist - Investment Advisor
Fresno, CA
Full-time
Onsite
Mid Level
$60K/yr - $75K/yr
3+ years expWhelan Financial is known for its client-centered culture and exceptional service. They are seeking a Qualified Plan Specialist - Investment Advisor who will engage with clients, educate them on retirement benefits, and collaborate with the advisory team to provide outstanding client services.
Financial Services
Responsibilities
Face to face and phone interaction with clients
Educating plan participants regarding their company retirement benefits
Working with the advisory team to fulfill client services tasks
Working directly with Third Party Administrators and Record Keepers
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