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Financial Consultant

Client Relationship Specialist – Financial Planning

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Drake & Associates, LLC
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services firm in Waukesha is seeking a Relationship Advisor to focus on servicing existing clients and building long-term relationships. The ideal candidate will have over 2 years of financial services experience, with necessary certifications such as Series 65 or a combination of Series 66 and 7. Strong organizational and communication skills are essential for managing client relationships effectively.

This full-time position offers a competitive salary and performance-based bonuses.
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