Financial Advisor

Drake & Associates; Goerke's Corners (WI); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Built-in clients — no prospecting and

7 guaranteed appointments weekly

Uncapped earning potential

Job summary

Drake & Associates is a respected financial planning firm in Wisconsin, seeking a driven Financial Advisor to join our team in Waukesha. The role includes direct meetings with prospective clients from events and referrals, and a focus on retirement planning within our Retirement Ready Roadmap.

The Lead Financial Advisor will present our value proposition, participate in seminars and marketing initiatives, and cultivate lasting client relationships while providing comprehensive financial planning

Qualifications

• Active life and health insurance licensed or able to obtain license.
• Minimum three years in financial services with sales emphasis.
• Strong organizational, analytical and communication skills (verbal and written).
• Proficiency with Google Suite; Salesforce experience preferred.
• Bachelor’s degree preferred in a related field.

Responsibilities

• Meet with prospective clients from seminars, workshops, and referrals.
• Present the firm’s value proposition and build lasting client relationships.
• Develop, present, and implement tailored financial plans for clients.
• Advise on annuities, life insurance, long-term care, and managed investments.
• Provide comprehensive financial planning including investments and retirement strategies.

Skills

Organizational skills

Analytical skills

Written and verbal communication

Sales experience

Client-focused

Education

Bachelor’s degree preferred

Tools

Google Suite

Salesforce

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting

Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Waukesha, WI.

Why You’ll Love This Role

• Built-in clients — no prospecting and no cold calling required
• Consistent schedule with 7 guaranteed appointments weekly
• $200K+ with uncapped earning potential

About This Opportunity

The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.

How You’ll Make an Impact

• Develop, present, and implement tailored financial plans
• Advise clients on annuities, life insurance, long-term care, and managed investments
• Provide comprehensive financial planning, including investment, insurance, and retirement strategies
• Cultivate and maintain strong client relationships

What We’re Looking For

• Active Life & Health license
• Series 65 or Series 66 and 7 licenses
• Bachelor’s degree preferred
• Minimum three years of financial services experience, with an emphasis on sales
• Strong organizational, analytical, and communication skills (verbal and written)
• Proficiency with Google Suite; Salesforce experience preferred

What Makes You a Great Fit

• Initiative and persistence
• Positive attitude
• Entrepreneurial mindset
• Effective local marketing skills
• Persuasive communication

Ready to make an impact?