Financial Advisor

Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI.

Base pay range: $/yr - $/yr

This pay range is provided by Drake & Associates, LLC
. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, and long-term care, and managing money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Duties include:
  
  meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you!

• 3+ years of financial services experience with an emphasis on sales
• Life and Health Licensed;
  Series 65, or 66 and 7
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with Google Suite
• Experience with Salesforce preferred, but not required
• Ability to create connection with families
• An entrepreneurial perspective to build a client base

Waukesha, WI and Mequon, WI locations. Waukesha location is off the Guerke’s Corner exit on I-94. Mequon location is off I-43 on Mequon and Port Washington Rd.

• Income: $150,000 – $500,000
• Three weeks of paid time off each year
• Retirement:
  Traditional and Roth 401(k) s with a company contribution of 3%; assistance with funding a Traditional IRA or Roth IRA
• Health benefits:
  
  Blue Cross Blue Shield group health insurance plan with a great provider network; employer pays part of health, dental, and life insurance
• Paid time off to go to the doctor, dentist, etc.
• Free coffee, tea, sodas, water, and hot cocoa on-site
• Charitable giving and paid time off to volunteer
• Mentorship and sponsorship for licenses and designations (life insurance license, health insurance license, Series 65, CFP, CPA)
• Company-sponsored annual trips if goals are achieved

Presented by Advisor Employee Services, a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs.

Full-time

Mid-Senior level

Finance