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Financial Advisor - Built-In Clients, 7 Appointments
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-08-07
Listing for:
Drake & Associates
Full Time
position Listed on 2026-08-07
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
Drake & Associates in Mequon, WI is seeking a Financial Advisor to join our team with guaranteed appointments and no prospecting. You will meet with prospective clients from seminars, workshops, and referrals, presenting our Retirement Ready Roadmap and building lasting relationships.
Candidates should have Life & Health licenses, Series 65/66 and 7, and at least three years of financial services sales experience.
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