- Full time
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Restaurant Service Manager
1 day ago
Buffalo Wild Wings Fresno, CA, United StatesSERVICE MANAGER · Know what its like to be in the stadium on game day? Then you know what its like to work at Buffalo Wild Wings. Its fun. Its fast-paced. Were at the top of our game and we want to keep it that way. So, were constantly upping the ante, providing the ultimate expe ...
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Financial Representative
1 week ago
Empire Growth Partners Fresno, United StatesAbout the job Financial Representative - Northwestern Mutual - Fresno, CA · Financial Representative · As business owners, Financial Representatives at Northwestern Mutual - Fresno help their clients live more and worry less through our personalized approach to financial planni ...
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Financial Representative
1 week ago
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VP of Finance
6 days ago
Jobot Fresno, United StatesWith nearly 60 years of experience growing the finest quality produce in the central valley of California, we strive to remain at the top when it comes to quality, ingenuity, and integrity. Come join our team and you will see why we are the best This Jobot Job is hosted by: Beau ...
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Trust Officer
3 weeks ago
Gpac Fresno, United States Full timeAre you looking for a new opportunity? We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide pe ...
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VP Structured Finance
1 week ago
Jobot Fresno, CA, United StatesWith nearly 60 years of experience growing the finest quality produce in the central valley of California, we strive to remain at the top when it comes to quality, ingenuity, and integrity. With nearly 60 years of experience growing the finest quality produce in the central valle ...
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Senior Tax Manager
3 days ago
Jobot Fresno, United StatesWant to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Job details · REMOTE Opportunity with mid-sized CPA Firm · This Jobot Job is hosted by Sarah Murphy · Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sendin ...
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Business Banking Sr Relationship Manager
1 week ago
Bank of America Fresno, United StatesBusiness Banking Sr Relationship Manager · Fresno, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliv ...
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Core Tax Services Manager
2 weeks ago
Boos and Associates Fresno, United StatesJob Description · Job DescriptionJob description · Core Tax Services Manager · We are currently seeking a Core Tax Services Manager. This position is full-time with benefits eligible. · Job Description: · The Core Tax Services Manager is responsible for advising clients on the ta ...
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Core Tax Services Senior Associate
3 weeks ago
Boos & Associates Fresno, United StatesCore Tax Services Senior Associate · Job Description: · A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in ...
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Risk and Safety Consultant
1 week ago
BBSI Fresno, United StatesOur focus is business owners. Is yours? · BBSI helps business owners focus on their business. We eliminate organizational complexity and bring predictability to the management of their business. We offer outsourced HR, risk management, payroll administration and recruiting to sm ...
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Core Tax Services Manager
3 weeks ago
Boos & Associates Fresno, United StatesCore Tax Services Manager · Job Description: · The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating, and selecting alternative actions to lessen tax burden and cost of compliance, identifying differen ...
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Tax Manager
2 days ago
Stardom Employment Consultants Fresno, United States PermanentOverview:We are seeking an experienced and knowledgeable Tax Manager with a CPA (Certified Public Accountant) designation to lead our tax department. The Tax Manager will be responsible for overseeing all aspects of tax planning, compliance, and reporting for our organization. Th ...
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Risk and Safety Consultant
2 weeks ago
BBSI Fresno, United StatesOur focus is business owners. Is yours? · BBSI helps business owners focus on their business. We eliminate organizational complexity and bring predictability to the management of their business. We offer outsourced HR, risk management, payroll administration and recruiting to sma ...
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Architecture Instructor
5 days ago
State Center Community College Fresno, United States Full timeArchitecture Instructor (Full-Time, Tenure-Track) Fresno City CollegePlease see Special Instructions for more details. This is a full-time, tenure-track position. The District may fill more than one position from this pool. Announcement Information Posting Number Posting Number A ...
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Risk and Safety Consultant
1 week ago
BBSI Fresno, United StatesOur focus is business owners. Is yours? · Ensure you read the information regarding this opportunity thoroughly before making an application. · BBSI helps business owners focus on their business. We eliminate organizational complexity and bring predictability to the management ...
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Risk and Safety Consultant
1 week ago
BBSI Fresno, United StatesOur focus is business owners. Is yours? · BBSI helps business owners focus on their business. We eliminate organizational complexity and bring predictability to the management of their business. We offer outsourced HR, risk management, payroll administration and recruiting to sm ...
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Automotive Service Advisor
6 days ago
Romita Auto Service Fresno, United StatesJob Description · Job DescriptionHow would you like to become a critical member of a thriving business's day-to-day? Do you like talking to people and helping solve their problems? Romita Auto Service in Fresno, CA is recruiting a cheerful and customer service-oriented person to ...
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Printing Services Specialist
2 weeks ago
Internal Revenue Service Fresno, United StatesSummary · Eligibilities being considered and other IMPORTANT information. · WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at Duties · WHAT IS THE WI - WAGE AND INVESTMENT DIVISION? · A description of the business units can be found at: · Vacancies ...
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Licensed Financial Advisor
1 week ago
Thrivent Financial Fresno, United StatesBe in Business for Yourself, not By YourselfEnjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.Job Descripti ...
Investment Advisor - Fresno, United States - Whelan Financial
Description
Whelan FinancialInvestment Advisor – CFP Professional
Fresno, CA
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 energyOur 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:
Delightful personality with a warm demeanor
Exceptional interpersonal communication skills with a strength in public speaking
The ability to manage involved projects
Technologically proficient including Microsoft Suite
3-5 years' work experience in financial services
401(k) with company match
Medical, dental, vision, and health savings account
Long-term disability insurance
Life Insurance
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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