Careers

Join Our Team

Whelan Financial has established a strong, client-centered culture with a reputation for providing service of unprecedented quality. We are looking to obtain and retain talented, committed people who demonstrate integrity and a strong work ethic. Our most successful team members go beyond the task at hand, working collaboratively to find solutions while caring deeply for both our clients and our company. If you are excited by the prospect of joining our team, we invite you to submit your résumé.

Open Positions

Work with Whelan Financial

Want to join the team? Send us your resume.

Career Opportunities

We are consistently seeking motivated, intelligent individuals to join our team.
If you are passionate about financial planning, wealth management, and helping others, apply for one of our open positions today.

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

  • Conducting fundamental and quantitative investment research across relevant asset classes, securities, funds, and investment strategies 
  • Supporting the Chief Investment Officer in evaluating investment opportunities and developing research to inform portfolio and asset allocation decisions 
  • Monitoring and analyzing existing investments, portfolio exposures, market developments, and economic conditions 
  • Preparing investment research, analysis, recommendations, and supporting materials for internal review 
  • Supporting the Chief Trading Officer with trade preparation, execution, allocation, reconciliation, and related trading activities 
  • Assisting with portfolio implementation, rebalancing, and cash management across client accounts 
  • Evaluating investment vehicles and conducting ongoing due diligence on funds, managers, securities, and strategies 
  • Maintaining accurate investment, trading, and research records in accordance with firm policies and applicable regulatory requirements 
  • Collaborating with advisors and other team members when investment research or portfolio analysis is needed to support client planning 
  • Identifying opportunities to improve investment research, portfolio management, trading, and reporting processes 
  • Assisting with investment-related and firmwide projects as assigned

Qualifications:

  • CFA® charterholder 
  • High degree of personal integrity, sound judgment, and ownership 
  • Appropriate securities licensing for the responsibilities of the position 
  • Bachelor’s degree  
  • Strong knowledge of investment analysis, portfolio construction, capital markets, and investment products 
  • Experience conducting investment research and analyzing securities, funds, or investment strategies 
  • Strong quantitative and analytical capabilities with exceptional attention to detail 
  • Ability to synthesize complex information and communicate conclusions clearly and concisely 
  • Strong proficiency with Excel and the broader Microsoft Office suite 
  • Comfort learning and working across investment, portfolio management, trading, and financial technology platforms 
  • Ability to manage multiple priorities and produce accurate work in a fast-paced environment 
  • Self-motivated and able to work effectively in a remote environment while remaining highly collaborative with the broader team (if applicable)

Benefits:

  • Gym membership 
  • 401(k) with company match 
  • Paid vacation, holidays, and sick days 
  • Medical, dental, and vision insurance 
  • Health savings account 
  • Long-term disability insurance 
  • Life insurance 
  • Remote work opportunity
 

Salary:

Up to $150,000 per year, depending on experience and qualifications.

Apply Now

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

  • Face to face and phone interaction with clients
  • Educating plan participants regarding their company retirement benefits
  • Working with the advisory team to fulfill client services tasks
  • Working directly with Third Party Administrators and Record Keepers
  • Data entry and form completion
  • Meeting prep and report generation
  • Assisting with firm projects as assigned

Qualifications:

  • Delightful personality with a warm demeanor
  • Desire a career as an Investment Advisor and CFP® professional
  • 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
  • Bachelor’s degree

Benefits:

  • Gym membership
  • 401(k) with company match
  • Paid vacation, holidays, sick days
  • Medical, dental, vision, and health savings account
  • Long-term disability insurance
  • Life Insurance

The applicant should expect to work full-time. 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 a 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.

Salary:

$60,000 – $75,000 per year

Apply Now

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
  • Desire a career as an Investment Advisor and CFP® professional
  • 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
  • Bachelor’s degree

Benefits:

  • Gym membership
  • 401(k) with company match
  • Paid vacation, holidays, sick days
  • 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.

Salary:

$60,000 – $75,000 per year

Apply Now