Drake Financial Group
FINANCIAL ADVISOR – Flexible Schedule & Training Provided
Location: Portage, MI
Pay Range: $32,000.00 – $107,000.00 per year (based on skills and experience)
Posted 1 day ago. Be among the first 25 applicants.
Build Your Own Book with the Support of an Experienced Team (Part-Time to Full-Time) About Us Drake Financial is an established financial planning firm proudly serving families throughout West Michigan for 30 years.
Unlike typical firms, we avoid stuffy suits, ego-driven business strategies, marketing fluff, and high-pressure sales tactics.
We emphasize genuine, down-to-earth relationships, professional independence, and flexible growth.
Due to our steady expansion, we’re looking for motivated, service-oriented professionals eager to build a meaningful career in financial planning.
WHY DRAKE?
Flexible Schedule: Start part-time and gradually transition into full-time income as your confidence and client base grow.
Licensing Costs Covered: We fully subsidize all required state licenses, including your Life/Health and Series licensing.
Supportive Environment: Benefit from hands‑on training, in-field mentorship from tenured advisors, 2x/week training sessions, and ongoing educational resources designed for short-term and long-term success.
Ongoing Income: Earn recurring income on your entire book of business with no caps and build a long‑term income stream for you and your family. We help you create financial security for yourself while doing the same for clients.
Responsibilities
Prospect and engage new clients through your personal network, community involvement, and referrals.
Schedule and conduct personalized financial assessments and planning sessions with individuals and families. During training, we accompany you on appointments until you're confident doing them independently.
Develop comprehensive financial strategies tailored to each client's goals and needs. Tap into multiple advisors with decades of experience.
Maintain ongoing client relationships to ensure long‑term success and satisfaction.
Who Thrives Here Our most successful advisors often come from service‑driven careers such as:
Education
Healthcare
Coaching
Law enforcement
Military
You Might Be
A teacher looking for a rewarding side income that could become a main career.
A nurse or healthcare professional seeking a meaningful and lucrative change.
A first responder or veteran eager for independence and income that reflects discipline and commitment.
Learn more about a career with us on
our website .
Referrals increase your chances of interviewing by 2x.
Get notified about new Financial Advisor jobs in
Kalamazoo, MI .
Seniority Level
Entry level
Employment Type
Part-time
Job Function
Investment Advice
#J-18808-Ljbffr
Pay Range: $32,000.00 – $107,000.00 per year (based on skills and experience)
Posted 1 day ago. Be among the first 25 applicants.
Build Your Own Book with the Support of an Experienced Team (Part-Time to Full-Time) About Us Drake Financial is an established financial planning firm proudly serving families throughout West Michigan for 30 years.
Unlike typical firms, we avoid stuffy suits, ego-driven business strategies, marketing fluff, and high-pressure sales tactics.
We emphasize genuine, down-to-earth relationships, professional independence, and flexible growth.
Due to our steady expansion, we’re looking for motivated, service-oriented professionals eager to build a meaningful career in financial planning.
WHY DRAKE?
Flexible Schedule: Start part-time and gradually transition into full-time income as your confidence and client base grow.
Licensing Costs Covered: We fully subsidize all required state licenses, including your Life/Health and Series licensing.
Supportive Environment: Benefit from hands‑on training, in-field mentorship from tenured advisors, 2x/week training sessions, and ongoing educational resources designed for short-term and long-term success.
Ongoing Income: Earn recurring income on your entire book of business with no caps and build a long‑term income stream for you and your family. We help you create financial security for yourself while doing the same for clients.
Responsibilities
Prospect and engage new clients through your personal network, community involvement, and referrals.
Schedule and conduct personalized financial assessments and planning sessions with individuals and families. During training, we accompany you on appointments until you're confident doing them independently.
Develop comprehensive financial strategies tailored to each client's goals and needs. Tap into multiple advisors with decades of experience.
Maintain ongoing client relationships to ensure long‑term success and satisfaction.
Who Thrives Here Our most successful advisors often come from service‑driven careers such as:
Education
Healthcare
Coaching
Law enforcement
Military
You Might Be
A teacher looking for a rewarding side income that could become a main career.
A nurse or healthcare professional seeking a meaningful and lucrative change.
A first responder or veteran eager for independence and income that reflects discipline and commitment.
Learn more about a career with us on
our website .
Referrals increase your chances of interviewing by 2x.
Get notified about new Financial Advisor jobs in
Kalamazoo, MI .
Seniority Level
Entry level
Employment Type
Part-time
Job Function
Investment Advice
#J-18808-Ljbffr