Lead Financial Advisor
Listed on 2026-07-01
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
Why You'll Love This Role- Built-in clients — no prospecting and no cold calling required
- Consistent schedule with 7 guaranteed appointments weekly
- $100K+ 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.
How You'll Make an Impact- 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
- 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
- Effective local marketing skills
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!
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