Lead Financial Advisor
About The Position
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. 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.
Requirements
- Active Life & Health license
- Series 65 or Series 66 and 7 licenses
- 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
Nice To Haves
- Bachelor’s degree
- Salesforce experience
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
- Presenting the firm’s value proposition
- Participating in public seminars and marketing initiatives
Benefits
- Built-in clients — no prospecting and no cold calling required
- Consistent schedule with 7 guaranteed appointments weekly
- $100K+ with uncapped earning potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
