Financial Advisor - Client Relationship Focus

Drake & Associates•Waukesha, WI

5d•$100,000 - $200,000•Onsite

About The Position

At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team. As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships—no prospecting required.

Requirements

At least 2 years of experience in financial services
Series 65 or a combination of Series 66 and 7, plus Life and Health licenses
Strong organizational, prioritization, interpersonal, and management skills
Excellent verbal and written communication abilities

Nice To Haves

Experience with Salesforce is preferred
Demonstrates strong initiative and a proactive approach to client needs
Maintains a positive attitude and persistence in achieving goals
Effectively markets services to local clients
Works collaboratively as part of a team

Responsibilities

Meet one-on-one with existing clients, fostering trust and long-term relationships.
Prepare, present, and implement customized financial plans tailored to each client’s needs.
Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning.
Manage and retain strong client relationships through regular communication and support.
Participate in client appreciation and educational events to enhance engagement and loyalty.