Financial Advisor: Built-In Clients
Job in
Mequon, Ozaukee County, Wisconsin, 53097, USA
Listed on 2026-07-10
Listing for:
Drake & Associates, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Drake & Associates in Mequon, Wisconsin is seeking a Lead Financial Advisor to meet with prospective clients from seminars, workshops, and referrals and to present the firm’s value proposition. You will build lasting client relationships while contributing to seminars and marketing initiatives.
The role requires a Life license and Series 65/66 and 7 licenses, with a minimum of three years in financial services emphasizing sales.
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