Relationship-Focused Financial Advisor - Inherited Client Book
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-09-09
Listing for:
Drake & Associates
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Drake & Associates is seeking a Financial Advisor focused on client relationships to serve an existing book of clients with minimal prospecting. You will build trust, deliver ongoing advice, and help clients reach their financial goals.
The role emphasizes servicing, personalized financial planning, and regular touchpoints to deepen loyalty. A collaborative team environment with professional development and recognition awaits the right candidate.
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