Investment Advisor – CFP® Professional
Whelan Financial
- Salary
- $75k - $120k
- Experience
- 3+ yrs
- Location
- Fresno, California, United States
- Job type
- Full-time
About the role
CFP certification required; 3-5 years financial services experience; bachelor's degree; strong communication and project management skills; Microsoft Suite proficiency; background, drug, and credit screenings.
About Whelan Financial
Fee-only financial advisory firm serving individuals, families, trusts, and qualified retirement plans.
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