Client Services Specialist

Fresno, California
Competitive Salary (DOE)
Jan 06, 2021
Feb 05, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Client Services Specialist

In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture, with an overarching standard of excellence. We owe it to our clients to provide our very best; and in order to do so, we must obtain and retain elite talent!

We are looking for a team member who exudes integrity, energy, and intelligence to join us!  

Our ideal candidate is excited by the prospect of the following:

  • An opportunity to learn from a team of highly experienced CFP® practitioners
  • A fast- paced environment with an affinity for change
  • A willingness to provide clients with excellent service
  • Supporting senior advisors in the financial planning process

Required Qualifications: 

  • Bachelor’s degree
  • 5+ years of professional office experience
  • Technological proficiency

To apply for the position please submit your resumé to along with a brief statement (3-5 sentences) on what makes you the best candidate. Note, applicants should be prepared to undergo background, drug and credit screenings at the appropriate time.