Relationship-Focused Financial Advisor - Inherited Client Book
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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.
We invite applications for the Relationship-Focused Financial Advisor
- Inherited Client Book position located in Waukesha, WI, United States.
We are looking to fill the Relationship-Focused Financial Advisor
- Inherited Client Book position at Drake & Associates in Waukesha, WI, United States.
The Relationship-Focused Financial Advisor
- Inherited Client Book role at Drake & Associates is now open for applications in Waukesha, WI, United States.
Join us at Drake & Associates as our next Relationship-Focused Financial Advisor
- Inherited Client Book in Waukesha, WI, United States.
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