Financial Advisor - Waukesha, WI

Advisor Talent Solutions•Waukesha, WI

23h•$150,000 - $500,000

About The Position

Financial Advisor 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 Waukesha, WI , 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! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability

Requirements

College degree preferred
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

Nice To Haves

Experience with Salesforce preferred, but not required

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

Benefits

Three weeks of paid time off each year
Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA.
Blue Cross Blue Shield group health insurance plan with a great provider network
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
We support local charities financially and with paid time off to volunteer
Mentorship is part of the deal.
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.
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips