Advisor Talent Solutions
Financial Advisor - Waukesha, WI
Advisor Talent Solutions, Waukesha, Wisconsin, United States, 53188
Financial Advisor - Waukesha, WI
Advisor Talent Solutions is recruiting a Financial Advisor to join the team at Drake & Associates in Waukesha, WI. The role focuses on building long‑term client relationships, providing comprehensive financial planning, and supporting the firm’s growth through client acquisition and retention.
Compensation Base pay range: $150,000 – $500,000 per year. Final pay is determined by experience, qualifications, and performance.
Key Traits
Strong initiative
Positive attitude
Ability to create connection with families
Persistence
Entrepreneurial perspective for client base building
Persuasive ability
Minimum Requirements
College degree preferred
3+ years of financial services experience with an emphasis on sales
Licenses: Life & Health; Series 65, 66, and 7
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent verbal and written communication skills
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, long‑term care, and money management
Provide financial planning advice covering investment, insurance, and retirement strategies
Develop, manage, and retain strong client relationships
Participate in public seminars and marketing efforts; meet one‑on‑one with company leads
Benefits Three weeks of paid time off per year.
Traditional and Roth 401(k) plans with a 3% company contribution, plus support for Traditional or Roth IRA contributions.
Blue Cross Blue Shield group health insurance with a robust provider network; partial coverage for dental and life insurance.
Paid time off for medical, dental, and other appointments.
Free coffee, tea, sodas, water, and hot cocoa on-site.
Volunteer time off and charitable support; mentorship programs and reimbursement for life insurance, health insurance, Series 65, and C.F.P. licensing; optional CPA licensing support.
Employment Details Mid‑Senior level, Full‑time, Finance and Sales function.
We are not a staffing firm; we represent top financial advisors across the country. For more information, please visit our website.
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Compensation Base pay range: $150,000 – $500,000 per year. Final pay is determined by experience, qualifications, and performance.
Key Traits
Strong initiative
Positive attitude
Ability to create connection with families
Persistence
Entrepreneurial perspective for client base building
Persuasive ability
Minimum Requirements
College degree preferred
3+ years of financial services experience with an emphasis on sales
Licenses: Life & Health; Series 65, 66, and 7
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent verbal and written communication skills
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, long‑term care, and money management
Provide financial planning advice covering investment, insurance, and retirement strategies
Develop, manage, and retain strong client relationships
Participate in public seminars and marketing efforts; meet one‑on‑one with company leads
Benefits Three weeks of paid time off per year.
Traditional and Roth 401(k) plans with a 3% company contribution, plus support for Traditional or Roth IRA contributions.
Blue Cross Blue Shield group health insurance with a robust provider network; partial coverage for dental and life insurance.
Paid time off for medical, dental, and other appointments.
Free coffee, tea, sodas, water, and hot cocoa on-site.
Volunteer time off and charitable support; mentorship programs and reimbursement for life insurance, health insurance, Series 65, and C.F.P. licensing; optional CPA licensing support.
Employment Details Mid‑Senior level, Full‑time, Finance and Sales function.
We are not a staffing firm; we represent top financial advisors across the country. For more information, please visit our website.
#J-18808-Ljbffr