Financial Advisor

Drake & Associates; Mequon (WI); On-site; USD 120,000 - 210,000; Full time

Job summary

Drake & Associates in Wisconsin is seeking a client-focused Financial Advisor to join our Mequon team. The role offers guaranteed appointments with seminars and referrals, eliminating cold prospecting while you help clients plan retirement and investments.

Bring Series 65/66 and 7, Life & Health license, and 3+ years of financial-services sales. You’ll build tailored plans, advise on annuities, insurance, and managed investments, and grow lasting client relationships.

Qualifications

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

Responsibilities

• Meet with prospective clients from seminars, workshops, and referrals.
• Present the firm’s value proposition, participate in public seminars and marketing initiatives.
• Build lasting client relationships and implement tailored financial plans.
• Advise clients on annuities, life insurance, long-term care, and managed investments.
• Provide comprehensive financial planning including investment and retirement strategies.

Skills

Life & Health license

Series 65/66 & 7

Sales experience

Google Suite

Sales

Education

Bachelor’s degree

Tools

Salesforce

Google Suite

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 Mequon, 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?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!