Entry-Level Financial Planner: Flexible Start + Licensing Support

Drake Financial Group; Kalamazoo (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Drake Financial Group in Kalamazoo, MI is expanding its team and seeking an entry-level financial planning advisor who is hungry for growth. If you want more upside with low upfront risk, this could be the right move.

You’ll meet clients virtually or in person, perform planning assessments, participate in trainings, and build lasting trust with clients while earning referrals and steady income.

Responsibilities

• Meet clients virtually or in person at one of our office locations
• Perform personalized financial planning assessments to help clients achieve their goals
• Regularly attend training and mentorship sessions to sharpen your skills
• Build genuine relationships and lasting trust with your clients, leading to referrals and consistent income growth

Job description

Drake Financial Group in Kalamazoo, MI is expanding its team and seeking an entry-level financial planning advisor who is hungry for growth. If you want more upside with low upfront risk, this could be the right move.

You’ll meet clients virtually or in person, perform planning assessments, participate in trainings, and build lasting trust with clients while earning referrals and steady income.