ENTRY LEVEL FINANCIAL PLANNING at Drake Financial Group Kalamazoo, MI

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

ENTRY LEVEL FINANCIAL PLANNING – Drake Financial Group – Kalamazoo, MI

A CAREER THAT FITS YOUR LIFE

We currently have the capacity to take on an additional financial advisor, and we're looking for someone who is hungry for more. If you're seeking a career with more upside but low up-front risk, then we should talk. Our team is a perfect landing spot for steady, dependable individuals who are down-to-earth and have a proven track record of working hard, staying consistent, and achieving the goals they set. Many of our current team members previously thrived in challenging, service-oriented careers that often felt underappreciated before successfully transitioning to financial services. If you're motivated by more autonomy, independence, and financial reward, this could be a great fit. Here you'll have the chance to work for yourself, but you'll be surrounded by an amazing, experienced team, so you'll never have to do it by yourself.

WHY DRAKE

• Family-Friendly Flexibility: Start part-time and build your schedule around family obligations, transitioning to full-time whenever you're ready.
• Licensing Support Provided: If you're not already licensed, no problem! We cover the cost of your state-required licensing, making it quick and easy to launch your career in financial services.
• Supportive, Collaborative Team: We foster a welcoming, non-competitive environment where colleagues mentor one another, share successes, and celebrate growth together.
• Proven Success Path: Follow a structured training model that allows you to gradually build your client base without sacrificing your home-life priorities. We want you to grow at your pace, and we'll adapt to that with consistent support, ongoing training, and care.

THE ROLE

• 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

IDEAL CANDIDATE QUALITIES

Most of our advisors had no experience prior to joining our firm. They came from careers in completely different industries like:

• Educators
• Law Enforcement
• Skilled Trades
• Ministry
• Military
• Sports (athletes, coaches, trainers, etc.)

Someone who is an ideal fit for us has qualities that mirror our existing advisor team:

• Ambitious/Goal-Oriented
• Relatable
• Down To Earth
• Self-Disciplined
• Kind-Hearted
• Easily Build Trust
• Authentic

Learn more about a career with us on our website.