Drake & Associates, LLC
Join to apply for the
Financial Advisor
role at
Drake & Associates, LLC Join to apply for the
Financial Advisor
role at
Drake & Associates, LLC Get AI-powered advice on this job and more exclusive features. Drake & Associates, LLC provided pay range
This range is provided by Drake & Associates, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$150,000.00/yr - $300,000.00/yr Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in
Grand Rapids, MI is
seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! ● Ability to create connection with families ● An entrepreneurial perspective to build a client base ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 – $300,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we do! Let’s Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It’s the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Free coffee, tea, sodas, water, and hot cocoa — all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let’s do it. How Do I Get There? Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let’s have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let’s all travel together! Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Drake & Associates, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Advisor” roles.
Financial Advisor - Financial Firm - Grand Rapids, MI
Grand Rapids, MI $70,000.00-$70,000.00 2 months ago Financial Advisor - Financial Firm - Grand Rapids, MI
Grand Rapids, MI $150,000.00-$300,000.00 8 months ago Grand Rapids, MI $80,000.00-$100,000.00 1 month ago J.P. Morgan Wealth Management – Private Client Advisor - Grand Rapids, MI and Surrounding Areas
Financial Advisor - Grand Rapids, MI and Surrounding Area
J.P. Morgan Wealth Management – Private Client Advisor - Grand Rapids, MI and Surrounding areas
College Financial Representative, Internship Program
Grand Rapids, MI $500.00-$1,000.00 1 day ago Grand Rapids Metropolitan Area 1 month ago VP, Financial Consultant - Long Island, NY
Workplace Financial Consultant - Grand Rapids, MI
Financial Solutions Advisor - Consumer Investments - West Detroit Market
Grand Rapids, MI $100,000.00-$135,000.00 2 weeks ago Grand Rapids, MI $50,000.00-$125,000.00 1 week ago Grand Rapids, MI $135,000.00-$175,000.00 1 week ago Risk Adjustment Business Analyst (NO C2C)
Senior Home Lending Advisor - Grand Rapids MI
Walker, MI $50,000.00-$250,000.00 2 days ago Forest Hills, MI $50,000.00-$250,000.00 4 days ago Grand Rapids Metropolitan Area 2 weeks ago Allendale, MI $50,000.00-$250,000.00 2 days ago Grand Rapids, MI $74,100.00-$147,800.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Advisor
role at
Drake & Associates, LLC Join to apply for the
Financial Advisor
role at
Drake & Associates, LLC Get AI-powered advice on this job and more exclusive features. Drake & Associates, LLC provided pay range
This range is provided by Drake & Associates, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$150,000.00/yr - $300,000.00/yr Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in
Grand Rapids, MI is
seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! ● Ability to create connection with families ● An entrepreneurial perspective to build a client base ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 – $300,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we do! Let’s Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It’s the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Free coffee, tea, sodas, water, and hot cocoa — all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let’s do it. How Do I Get There? Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let’s have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let’s all travel together! Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Drake & Associates, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Advisor” roles.
Financial Advisor - Financial Firm - Grand Rapids, MI
Grand Rapids, MI $70,000.00-$70,000.00 2 months ago Financial Advisor - Financial Firm - Grand Rapids, MI
Grand Rapids, MI $150,000.00-$300,000.00 8 months ago Grand Rapids, MI $80,000.00-$100,000.00 1 month ago J.P. Morgan Wealth Management – Private Client Advisor - Grand Rapids, MI and Surrounding Areas
Financial Advisor - Grand Rapids, MI and Surrounding Area
J.P. Morgan Wealth Management – Private Client Advisor - Grand Rapids, MI and Surrounding areas
College Financial Representative, Internship Program
Grand Rapids, MI $500.00-$1,000.00 1 day ago Grand Rapids Metropolitan Area 1 month ago VP, Financial Consultant - Long Island, NY
Workplace Financial Consultant - Grand Rapids, MI
Financial Solutions Advisor - Consumer Investments - West Detroit Market
Grand Rapids, MI $100,000.00-$135,000.00 2 weeks ago Grand Rapids, MI $50,000.00-$125,000.00 1 week ago Grand Rapids, MI $135,000.00-$175,000.00 1 week ago Risk Adjustment Business Analyst (NO C2C)
Senior Home Lending Advisor - Grand Rapids MI
Walker, MI $50,000.00-$250,000.00 2 days ago Forest Hills, MI $50,000.00-$250,000.00 4 days ago Grand Rapids Metropolitan Area 2 weeks ago Allendale, MI $50,000.00-$250,000.00 2 days ago Grand Rapids, MI $74,100.00-$147,800.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr