In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture, with a reputation for providing unprecedented service. This is a fast-paced firm! We need people who aren’t afraid of a challenge and are seeking a career as opposed to a job. As such, we must recruit and retain elite talent—those who have integrity, intelligence, and energy!
Our most successful team members go beyond the task at hand, they deeply CARE for both the client’s well-being and the betterment of the company. This is demonstrated by one’s ability to connect the “something” they’re doing to the “someone” they’re helping, all while improving upon services to clients and streamlining processes. We value the right internal make-up over a specific set of skills.
We care about our employees, their growth, their ideas, and overall well-being. In addition to a competitive benefits package, we have regular check-ins about career growth trajectories, and seek to stay ahead of our team and their needs.
If you are excited by the prospect of joining Team Whelan, we invite you to submit your resumé.
Core responsibilities for this position, include but are not limited to:
Interaction with clients
Working with the advisory team to fulfill client services tasks
Data entry and form completion
Meeting prep and report generation
Assisting with firm projects as assigned
Delightful personality with a warm and welcoming demeanor
Exceptional interpersonal communication skills
Proficient knowledge of Microsoft Suite (Word, Excel, PowerPoint, Outlook)
5+ years’ work experience
Additional Salary Information: gym membership, weekly group personal training sessions, 401(k) with company match, paid vacation, holidays, sick days, medical, dental, vision, and health savings account, long-term disability insurance, life Insurance
About Whelan Financial
Whelan Financial is a Financial Planning and Investment Management firm located in Fresno, CA. We are a full wealth management firm looking to recruit and retain elite talent. In addition to competitive salaries, we offer a complete benefits package and tremendous opportunities for growth.