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Junior Wealth Advisor — Mentorship & Path
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-01-12
Listing for:
Drake & Associates, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A financial planning firm in Waukesha is seeking a Junior Advisory to deliver superior customer service and perform diverse planning and administrative functions. The ideal candidate should have 1-3 years of experience in sales or the wealth management industry and a passion for helping clients achieve their financial goals. Responsibilities include preparing financial plans and managing client communications, with several benefits including paid time off and health insurance.
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