Drake & Associates, LLC
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Relationship Advisor
role at
Drake & Associates, LLC .
At Drake & Associates, we’re looking for the exceptional talent who really makes an impact.
The Relationship Advisor’s primary responsibility is to meet one‑on‑one with existing clients, building trust and fostering long‑term relationships. The role focuses on servicing current clients, strengthening client relationships, and participating in client appreciation and educational events. This position is not responsible for sourcing new client relationships.
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
Manage and retain strong client relationships
Minimum Requirements
2+ years of financial services experience
Series 65 or combination of Series 66 and 7, with Life and Health required
Strong organizational, prioritization, interpersonal, and management skills
Excellent verbal and written communication skills
Experience with Salesforce preferred
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Team oriented
Compensation & Bonus Structure This position offers a competitive base salary and the opportunity to earn performance bonuses tied to key performance goals, strong results, and contribution to company‑wide success.
Seniority Level Entry level
Employment Type Full-time
Job Function Other
#J-18808-Ljbffr
Relationship Advisor
role at
Drake & Associates, LLC .
At Drake & Associates, we’re looking for the exceptional talent who really makes an impact.
The Relationship Advisor’s primary responsibility is to meet one‑on‑one with existing clients, building trust and fostering long‑term relationships. The role focuses on servicing current clients, strengthening client relationships, and participating in client appreciation and educational events. This position is not responsible for sourcing new client relationships.
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
Manage and retain strong client relationships
Minimum Requirements
2+ years of financial services experience
Series 65 or combination of Series 66 and 7, with Life and Health required
Strong organizational, prioritization, interpersonal, and management skills
Excellent verbal and written communication skills
Experience with Salesforce preferred
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Team oriented
Compensation & Bonus Structure This position offers a competitive base salary and the opportunity to earn performance bonuses tied to key performance goals, strong results, and contribution to company‑wide success.
Seniority Level Entry level
Employment Type Full-time
Job Function Other
#J-18808-Ljbffr