Client Relationship Advisor – Financial Planning

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Performance-based bonuses

Ongoing professional development

Supportive team environment

Job summary

Drake & Associates, LLC in Milwaukee, Wisconsin, is seeking a Relationship Advisor to enhance client relationships without prospecting. You will meet clients face-to-face, provide financial advice, and tailor plans to their needs.

This role is perfect for those with a background in financial services, holding the necessary licenses, and possessing strong communication and management skills. Join our supportive team and enjoy a competitive salary with performance bonuses.

Qualifications

• At least 2 years of experience in financial services.
• Experience in client-facing roles managing relationships.
• Strong verbal and written communication skills.

Responsibilities

• Meet one-on-one with existing clients to build trust.
• Prepare and present customized financial plans.
• Advise clients on investments and retirement planning.

Skills

Client relationship management

Financial planning

Communication

Organizational skills

Team collaboration

Education

Series 65 or Series 66 and 7 plus Life and Health licenses

Tools

Salesforce

Job description

Drake & Associates, LLC in Milwaukee, Wisconsin, is seeking a Relationship Advisor to enhance client relationships without prospecting. You will meet clients face-to-face, provide financial advice, and tailor plans to their needs.

This role is perfect for those with a background in financial services, holding the necessary licenses, and possessing strong communication and management skills. Join our supportive team and enjoy a competitive salary with performance bonuses.