Financial Advisor

Drake & Associates•Waukesha, WI

6d•$100,000 - $200,000•Onsite

About The Position

Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team. About This Opportunity The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

Requirements

Active Life & Health license
Series 65 or Series 66 and 7 licenses
Bachelor’s degree preferred
Minimum three years of financial services experience, with an emphasis on sales
Strong organizational, analytical, and communication skills (verbal and written)
Proficiency with Google Suite; Salesforce experience preferred

Nice To Haves

Initiative and persistence
Positive attitude
Entrepreneurial mindset
Effective local marketing skills
Persuasive communication

Responsibilities

Develop, present, and implement tailored financial plans
Advise clients on annuities, life insurance, long-term care, and managed investments
Provide comprehensive financial planning, including investment, insurance, and retirement strategies
Cultivate and maintain strong client relationships