CFP Financial Planner & Advisor: Client-Centric
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
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.
We are currently recruiting a CFP Financial Planner & Advisor:
Client-Centric Growth for our team in Fresno, CA, United States.
We are looking to fill the CFP Financial Planner & Advisor:
Client-Centric Growth position at Whelan Financial in Fresno, CA, United States.
The CFP Financial Planner & Advisor:
Client-Centric Growth role at Whelan Financial is now open for applications in Fresno, CA, United States.
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