CFP Investment Advisor - Client Services Leader
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
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.
This is a strong role to take on the CFP Investment Advisor
- Client Services Leader role at Whelan Financial.
We appreciate your interest in this position.
Join Whelan Financial and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the CFP Investment Advisor
- Client Services Leader role at Whelan Financial, based in Fresno, CA, United States.
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