CFP-Ready Retirement Plan Advisor
Whelan Financial
Whelan Financial in Fresno, CA seeks a Qualified Plan Specialist - Investment Advisor to join a client-centered, fast-paced team. You will educate plan participants, interact with clients face-to-face and by phone, and collaborate with the advisory staff to fulfill services. We value integrity, intelligence, and energy, offering growth opportunities, a competitive benefits package, and the potential to advance as an Investment Advisor with CFP® credentials. #J-18808-Ljbffr Whelan Financial
Vacancy posted 4 days ago
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