Drake & Associates, LLC
Join to apply for the
Lead Financial Advisor
role at
Drake & Associates, LLC
14 hours ago Be among the first 25 applicants
Drake & Associates
is a well-established and growing financial planning firm based in Waukesha, WI. Our team is grounded in collaboration, client care, and an entrepreneurial mindset. We take pride in delivering an exceptional client experience and supporting families with retirement planning through our "One Plan, One Coach" approach. If you’re driven, client-focused, and passionate about helping others achieve their financial goals, we’d love to meet you!
The
Lead Financial Advisor
will have the opportunity to meet one-on-one with the company leads from seminars, workshops and referrals. Duties include meeting with prospective families to share the value proposition of working with Drake & Associates, participation in public seminars and marketing efforts.
Tired of prospecting? Join a firm where families come to you!
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Active Life & Health license and Series 65 or 66 and 7 are required
3+ years of financial services experience with an emphasis on sales
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
Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
Referrals increase your chances of interviewing at Drake & Associates, LLC by 2x
Get notified about new Financial Advisor jobs in
Greater Milwaukee .
#J-18808-Ljbffr
Lead Financial Advisor
role at
Drake & Associates, LLC
14 hours ago Be among the first 25 applicants
Drake & Associates
is a well-established and growing financial planning firm based in Waukesha, WI. Our team is grounded in collaboration, client care, and an entrepreneurial mindset. We take pride in delivering an exceptional client experience and supporting families with retirement planning through our "One Plan, One Coach" approach. If you’re driven, client-focused, and passionate about helping others achieve their financial goals, we’d love to meet you!
The
Lead Financial Advisor
will have the opportunity to meet one-on-one with the company leads from seminars, workshops and referrals. Duties include meeting with prospective families to share the value proposition of working with Drake & Associates, participation in public seminars and marketing efforts.
Tired of prospecting? Join a firm where families come to you!
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Active Life & Health license and Series 65 or 66 and 7 are required
3+ years of financial services experience with an emphasis on sales
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
Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
Referrals increase your chances of interviewing at Drake & Associates, LLC by 2x
Get notified about new Financial Advisor jobs in
Greater Milwaukee .
#J-18808-Ljbffr