Financial Advisor

Financial Advisor — Guaranteed Appointments, No Prospecting

Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.

• Built-in clients — no prospecting and no cold calling required
• Consistent schedule with 7 guaranteed appointments weekly
• $200K+ with uncapped earning potential

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.

• 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

• 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

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

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!