Client Services Specialist - Investment Advisor - CFP Professional

Whelan Financial Client Services Specialist - Investment Advisor – CFP Professional

Description

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 obtain and retain elite talent—those who have integrity, intelligence, and energy!

Our most successful team members go beyond the task at hand, they care deeply 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 our team, we invite you to submit your resumé. Additionally, we'd like you to skip the cover letter and instead write 3-5 sentences on why you should be considered! Note, those who do not respond with a statement will not be considered.

Core responsibilities for this position, include but are not limited to :

• Face to face and digital interactions with clients
• Creating, implementing, and monitoring financial plans
• Working with the advisory team to fulfill client services tasks
• Developing and presenting investment and financial planning proposals
• Project management and strategizing operational improvements within your team
• Data entry and form completion
• Meeting prep and report generation
• Assisting with firm projects as assigned

Qualifications :

The applicant should expect to work full-time. Base salary will depend on experience and education and may range between $60k and $75k / annually. Salary is negotiable for a more established advisor with an existing client base. Investment advisors are eligible for additional incentive compensation which will be further outlined during the interview process. Applicants should be prepared to undergo background, drug and credit screenings at the appropriate time.

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